RIA Intel›Advisers›Pennsylvania›PLANNING CAPITAL MANAGEMENT CORP.

PLANNING CAPITAL MANAGEMENT CORP.

Advisory

N·PAOLI, PA

Data as of Feb 23, 2024 · Source: SEC Form ADV

Total AUM

$313M

1-Year AUM Growth

+14.6%

3-Year CAGR

+18.9%

Employees

5

Assets Under Management

Total AUM$313M

Discretionary AUM$313M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees5

Investment Advisers6

Employee Growth (1Y)—

Filing History

Total Filings on Record36

First FilingDec 10, 2004

Latest FilingFeb 23, 2024

🔒 Full AUM trend chart and 36 historical filings spanning 20+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on PLANNING CAPITAL MANAGEMENT CORP.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.