RIA Intel›Advisers›South Carolina›CAPASSO PLANNING PARTNERS LLC

CAPASSO PLANNING PARTNERS LLC

Advisory

N·CHARLESTON, SC

Data as of Apr 20, 2026 · Source: SEC Form ADV

Total AUM
$274M
1-Year AUM Growth
0.0%
3-Year CAGR
+23.9%
Employees
4
Assets Under Management
Total AUM$274M
Discretionary AUM$269M
Non-Discretionary AUM$5M
Discretionary %98.1%
Total Clients647
Team
Total Employees4
Investment Advisers5
Employee Growth (1Y)-25.0%
Filing History
Total Filings on Record8
First FilingMar 29, 2021
Latest FilingApr 20, 2026
🔒 Full AUM trend chart and 8 historical filings spanning 5+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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