CAPITAL PLANNING GROUP, LLC

Overview

Capital Planning Group, LLC is an independent Registered Investment Adviser that serves a small number of relatively large clients. The firm acts as a capital allocator and combines fee-based advisory work with brokerage and insurance distribution: it is a registered representative of a broker-dealer and operates as an insurance broker. Advisory services emphasize financial planning, portfolio management for individuals and small businesses, selection and oversight of other advisers, and educational workshops. Investment activity tilts toward managed public funds and mutual fund vehicles for core exposures, while the firm also sources third‑party managers for alternative allocations. Capital Planning Group, LLC runs predominantly discretionary mandates (the bulk of its assets) and supplements fee relationships with hourly and fixed-fee engagements and commissionable products when appropriate. The firm is not an active ESG investor.

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Public Holdings

Investments & Alternatives

Location & Offices