CAPITAL AREA PLANNING GROUP, LLC
Legal name: CAPITAL AREA PLANNING GROUP
CRD #333056 SEC #801-131246 WASHINGTON, DC 202-916-5624
SEC Registered
Total AUM
$46.1M
Discretionary
$46.1M
Employees
4
Clients
0
Accounts
214
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $46.1M | $46.1M | $0 | 4 | 6 |
| Oct 2025 | $46.1M | $46.1M | $0 | 4 | 6 |
| Oct 2025 | $46.1M | $46.1M | $0 | 4 | 6 |
| Jul 2025 | $46.1M | $46.1M | $0 | 4 | 6 |
| May 2025 | $46.1M | $46.1M | $0 | 4 | 6 |
| Feb 2025 | $46.1M | $46.1M | $0 | 4 | 6 |
| Oct 2024 | $0 | $0 | $0 | 3 | 0 |
| Sep 2024 | $0 | $0 | $0 | 3 | 0 |
| Sep 2024 | $0 | $0 | $0 | 3 | 0 |
DateOct 2025
Total AUM$46.1M
Discretionary$46.1M
Non-Disc.$0
Employees4
Clients6
DateOct 2025
Total AUM$46.1M
Discretionary$46.1M
Non-Disc.$0
Employees4
Clients6
DateOct 2025
Total AUM$46.1M
Discretionary$46.1M
Non-Disc.$0
Employees4
Clients6
DateJul 2025
Total AUM$46.1M
Discretionary$46.1M
Non-Disc.$0
Employees4
Clients6
DateMay 2025
Total AUM$46.1M
Discretionary$46.1M
Non-Disc.$0
Employees4
Clients6
DateFeb 2025
Total AUM$46.1M
Discretionary$46.1M
Non-Disc.$0
Employees4
Clients6
DateOct 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateSep 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateSep 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0