Overview
Assets Under Management: $65 million
Headquarters: WASHINGTON, DC
High-Net-Worth Clients: 49
Average Client Assets: $1.2 million
Frequently Asked Questions
CAPITAL AREA PLANNING GROUP is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #333056), CAPITAL AREA PLANNING GROUP is subject to fiduciary duty under federal law.
CAPITAL AREA PLANNING GROUP is headquartered in WASHINGTON, DC.
CAPITAL AREA PLANNING GROUP serves 49 high-net-worth clients according to their SEC filing dated March 16, 2026. View client details ↓
According to their SEC Form ADV, CAPITAL AREA PLANNING GROUP offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
CAPITAL AREA PLANNING GROUP manages $65 million in client assets according to their SEC filing dated March 16, 2026.
According to their SEC Form ADV, CAPITAL AREA PLANNING GROUP serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 49
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.88%
Average Client Assets: $1.2 million
Total Client Accounts: 224
Discretionary Accounts: 224
Regulatory Filings
CRD Number: 333056
Filing ID: 2038386
Last Filing Date: 2026-03-16 14:33:27