Capasso Planning Partners LLC
● SEC registered since 2021CRD 294673SEC# 801-120995Charleston, SC
Reg. AUM
$274.2M
Employees
5
Accounts
1,073
Location
Charleston, SC
Capasso Planning Partners LLC assets under management
Capasso Planning Partners LLC is an investment advisory firm registered with the SEC based in Charleston, SC. The firm has been registered since 2021. It reports $274.2 million in regulatory assets under management and employs 5 people.
Capasso Planning Partners LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles Dustin Capasso Control | Managing Member | 50-75% | 2018 |
| Michael Brady O'Connor Control | Chief Compliance Officer | Under 5% | 2025 |
Frequently asked questions
How much does Capasso Planning Partners LLC manage?
Capasso Planning Partners LLC reports $274.2 million in regulatory assets under management on its Form ADV.
How many employees does Capasso Planning Partners LLC have?
Capasso Planning Partners LLC reports 5 employees.
Where is Capasso Planning Partners LLC located?
Capasso Planning Partners LLC is based in Charleston, SC and has been SEC-registered since 2021.
Does Capasso Planning Partners LLC disclose fund performance?
Capasso Planning Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 635 East Bay Street, Suite C, Charleston, SC 29403 |
| Phone | 843-608-8487 |
| Fax | N/A |
| Office hours | Not Applicable - Office Visits By Appointment Only |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$274.2M▼ 16%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 65%
Larger than 35% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$274.2Mregulatory AUM
Discretionary $269.1MNon-discretionary $5.1M