RIA Intel›Advisers›Connecticut›CAPITAL PLANNING CONSULTANTS, LLC

CAPITAL PLANNING CONSULTANTS, LLC

Advisory

CROMWELL, CT

Data as of Mar 18, 2026 · Source: SEC Form ADV

Rank in CT

#1,051

of 1,312 advisers by AUM

Average account

$274K

across 135 accounts

AUM per adviser

$37M

1 adviser

Source: SEC Form ADV. Figures as filed Mar 18, 2026.

Total AUM

$37M

Discretionary %

0%

Clients

54

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$37M

Discretionary AUM$0

Non-Discretionary AUM$37M

Discretionary %0%

Total Clients54

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCT

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

54 clients

14 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in CT

Closest by assets under management. All figures from Form ADV.

SEVERN RIVER CAPITAL MANAGEMENT, LLC

STAMFORD, CT

$37M

-81.5% 1Y

LITTLE POINT CAPITAL, LLC

$37M

INFINITY FINANCIAL STRATEGIES, LLC

$37M

FREMONT WEALTH MANAGEMENT, LP

SOUTHPORT, CT

$37M

+5.9% 1Y

AREMET CAPITAL MANAGEMENT LLC

GREENWICH, CT

$38M

LAIDLAW GROUP, LLC

STAMFORD, CT

$36M

-87.6% 1Y

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