CAPASSO PLANNING PARTNERS LLC

RIASEC RegisteredEst. 2021

Total AUM

$274M

Discretionary

$269M

98% of AUM

Avg account

$256K

Accounts

1,073

Employees

Advisory reps

Firm details

Headquarters: CHARLESTON, South Carolina
CRD number: 294673
Registered since: April 28, 2021
Website: capassoplanningpartners.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI57.9%
Individuals36.79%
Corporations / Businesses5.28%
Charitable Organizations0.03%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Capasso Planning Partners LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2021. The firm is owned by an individual and describes itself as a capital allocator serving both individual and family clients as well as institutional relationships. Core advisory services include financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Its fee schedule combines asset-based fees with hourly and fixed-fee arrangements. The adviser does not identify as an active ESG investor and filings indicate it operates from a single state rather than as a multi-state adviser. An accounting professional relationship is listed among its industry affiliations.