Capital Area Planning Group, LLC
CRD 333056SEC# 801-131246Washington, DC
No longer SEC-registered. Capital Area Planning Group, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$64.8M
Employees
4
Accounts
224
Location
Washington, DC
Capital Area Planning Group, LLC assets under management
Capital Area Planning Group, LLC is an SEC-registered investment adviser based in Washington, DC. It reports $64.8 million in regulatory assets under management and employs 4 people.
Capital Area Planning Group, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Sherman Malcolm Ethridge Control | Owner, Cco | Over 75% | 2024 |
Frequently asked questions
How much does Capital Area Planning Group, LLC manage?
Capital Area Planning Group, LLC reports $64.8 million in regulatory assets under management on its Form ADV.
How many employees does Capital Area Planning Group, LLC have?
Capital Area Planning Group, LLC reports 4 employees.
Where is Capital Area Planning Group, LLC located?
Capital Area Planning Group, LLC is based in Washington, DC.
Does Capital Area Planning Group, LLC disclose fund performance?
Capital Area Planning Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1255 Union Street NE, 7th Floor, Washington, DC 20002 |
| Office hours | By Appointment Only |
| Discloses disciplinary history | No |
Regulatory AUM
$64.8M▲ 41%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 95%
Larger than 5% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$64.8Mregulatory AUM
Discretionary $64.8M