CAPITAL AREA PLANNING GROUP
Firm details
- Headquarters
- Washington, District of Columbia
- CRD number
- 333056
- Registered since
- October 4, 2024
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI88.88%
- Corporations / Businesses8.3%
- Individuals2.82%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Capital Area Planning Group is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm registered with the SEC in 2024 and serves both individual & family clients and institutional clients. Its advisory business combines financial planning and portfolio management across individual, small-business and institutional mandates, alongside pension consulting. The firm also conducts insurance brokerage and other financial-product sales and provides accounting-related services as part of its client offering. Fee arrangements include percentage-of-AUM billing and fixed fees. Capital Area Planning Group does not identify itself as a capital allocator and it does not emphasize ESG investing.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds81%
- Exchange Traded Equities10%
- Cash & Cash Equivalents5%
- Private Funds3%
- Other1%
Contacts
2 of 2SHERMAN ETHRIDGE
FounderCRD 5981743
Desiree Fisher
Associate, Financial AdvisorCRD 7419958
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Washington, DC
DISTRICT OF COLUMBIA
Location
Washington, DC
Headquartered in Washington, DC, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- DISTRICT OF COLUMBIA
- Address
- 1255 Union St NE
- Time zone
- ET (UTC-5)
- Office locations
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