RIA Intel›Advisers›Texas›CAPITAL RETIREMENT PLANNING, LLC

CAPITAL RETIREMENT PLANNING, LLC

Advisory

TX

Data as of May 1, 2026 · Source: SEC Form ADV

Rank in TX
#2,147
of 2,813 advisers by AUM
Average account
$182K
across 110 accounts
AUM per adviser
$10M
2 advisers

Source: SEC Form ADV. Figures as filed May 1, 2026.

Total AUM
$20M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
2
Assets Under Management
Total AUM$20M
Discretionary AUM$20M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients100
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InTX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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