Capital and Planning, LLC
● SEC registered since 2022CRD 321104SEC# 801-125802Jonesboro, GA
Reg. AUM
$193.9M
Employees
2
Accounts
792
Location
Jonesboro, GA
Capital and Planning, LLC assets under management
Capital and Planning, LLC is an SEC-registered investment adviser based in Jonesboro, GA. The firm has been registered since 2022. It reports $193.9 million in regulatory assets under management and employs 2 people.
Capital and Planning, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael Lester Edmondson Control | Managing Member/Cco | Over 75% | 2017 |
Frequently asked questions
How much does Capital and Planning, LLC manage?
Capital and Planning, LLC reports $193.9 million in regulatory assets under management on its Form ADV.
How many employees does Capital and Planning, LLC have?
Capital and Planning, LLC reports 2 employees.
Where is Capital and Planning, LLC located?
Capital and Planning, LLC is based in Jonesboro, GA and has been SEC-registered since 2022.
Does Capital and Planning, LLC disclose fund performance?
Capital and Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2242 Mt. Zion Road, Jonesboro, GA 30236 |
| Phone | 678-519-5733 |
| Fax | 678-519-5671 |
| Office hours | 9:00a.m.-4:00p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$193.9M▲ 17%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 75%
Larger than 25% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$193.9Mregulatory AUM
Discretionary $193.9M