Capital Planning Advisors LLC
CRD 170266SEC# 801-79170Roseville, CA
No longer SEC-registered. Capital Planning Advisors LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$1.5B
Employees
10
Accounts
1,213
Location
Roseville, CA
Capital Planning Advisors LLC assets under management
Capital Planning Advisors LLC operates as an SEC-registered investment adviser based in Roseville, CA. It reports $1.5 billion in regulatory assets under management and employs 10 people.
Capital Planning Advisors LLC owners & executives
17 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bluespring Wealth Partners, LLC Control | Owner | Over 75% | 2021 |
| George Sutcliffe Control | Vice President | Under 5% | 2022 |
| James Boyd Wilson Control | Chief Executive Officer | Under 5% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Capital Planning Advisors LLC manage?
Capital Planning Advisors LLC reports $1.5 billion in regulatory assets under management on its Form ADV.
How many employees does Capital Planning Advisors LLC have?
Capital Planning Advisors LLC reports 10 employees.
Where is Capital Planning Advisors LLC located?
Capital Planning Advisors LLC is based in Roseville, CA.
Does Capital Planning Advisors LLC disclose fund performance?
Capital Planning Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1420 Rocky Ridge Drive, #140, Roseville, CA 95661 |
| Office hours | 8:00a.m.-5:00p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$1.5B▲ 9%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 26%
Larger than 74% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$1.5Bregulatory AUM
Discretionary $1.5B