RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
District of Columbia
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Oct 29, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
ETHRIDGE, SHERMAN MALCOLMIOWNER, CCOE Control
ETHRIDGE, SHERMAN MALCOLMIOWNER, CCOE Control
ETHRIDGE, SHERMAN MALCOLMIOWNER, CCOE Control
ETHRIDGE, SHERMAN MALCOLMIOWNER, CCOE Control
ETHRIDGE, SHERMAN MALCOLMIOWNER, CCOE Control
ETHRIDGE, SHERMAN MALCOLMIOWNER, CCOE Control
ETHRIDGE, SHERMAN MALCOLMIOWNER, CCOE Control
ETHRIDGE, SHERMAN MALCOLMIOWNER, CCOE Control
ETHRIDGE, SHERMAN MALCOLMIOWNER, CCOE Control

Registrations

Federal

IA
Oct 29, 2025 REGISTERED

Notice Filings (7)

CA DC GA MA MD TX VA

Address

1255 UNION STREET NE
7TH FLOOR
WASHINGTON, DC 20002
United States
Phone: 202-916-5624