RIA Intelligence

CAPITAL AND PLANNING, LLC

CRD #321104 SEC #801-125802 JONESBORO, GA 678-519-5733
SEC Registered
Total AUM
$165.7M
Discretionary
$163.4M
Employees
2
Clients
--
Accounts
742

Firm Details

Organization Type
Limited Liability Company
State of Formation
Georgia
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 30, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
EDMONDSON, MICHAEL, LESTERIMANAGING MEMBER/CCOE Control
EDMONDSON, MICHAEL, LESTERIMANAGING MEMBER/CCOE Control
EDMONDSON, MICHAEL, LESTERIMANAGING MEMBER/CCOE Control
EDMONDSON, MICHAEL, LESTERIMANAGING MEMBER/CCOE Control
EDMONDSON, MICHAEL, LESTERIMANAGING MEMBER/CCOE Control
EDMONDSON, MICHAEL, LESTERIMANAGING MEMBER/CCOE Control
EDMONDSON, MICHAEL, LESTERIMANAGING MEMBER/CCOE Control
EDMONDSON, MICHAEL, LESTERIMANAGING MEMBER/CCOE Control
EDMONDSON, MICHAEL, LESTERIMANAGING MEMBER/CCOE Control
EDMONDSON, MICHAEL, LESTERIMANAGING MEMBER/CCOE Control
EDMONDSON, MICHAEL, LESTERIMANAGING MEMBER/CCOE Control
EDMONDSON, MICHAEL, LESTERIMANAGING MEMBER/CCOE Control
EDMONDSON, MICHAEL, LESTERIMANAGING MEMBER/CCOE Control
EDMONDSON, MICHAEL, LESTERIMANAGING MEMBER/CCOE Control
EDMONDSON, MICHAEL, LESTERIMANAGING MEMBER/CCOE Control
EDMONDSON, MICHAEL, LESTERIMANAGING MEMBER/CCOE Control
EDMONDSON, MICHAEL, LESTERIMANAGING MEMBER/CCOE Control

Registrations

Federal

IA
Mar 30, 2025 REGISTERED

Notice Filings (10)

AL CA FL GA LA NC NE SC TN TX

Address

2242 MT. ZION ROAD
JONESBORO, GA 30236
United States
Phone: 678-519-5733