# Capasso Planning Partners LLC

> Capasso Planning Partners LLC is an SEC-registered investment advisory firm in Charleston, SC, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 23, 2026.

- CRD: 294673
- Filed as: CAPASSO PLANNING PARTNERS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Charleston, SC
- Filing period: October 2026
- Form ADV filing dated: April 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/294673
- AdvisorCensus page: https://advisorcensus.com/firm/capasso-planning-partners-llc-charleston-sc-294673

## Quick answers

**How is Capasso Planning Partners LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Capasso Planning Partners LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Capasso Planning Partners LLC charge?**
Its Form ADV Part 2A brochure dated October 15, 2025 states: Flat fee: $1,500 to $100,000 (creating client financial plans). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Capasso Planning Partners LLC located?**
Capasso Planning Partners LLC's principal office is in Charleston, SC, according to its Form ADV.

**Is Capasso Planning Partners LLC registered with the SEC or a state?**
Capasso Planning Partners LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 294673.

**How much does Capasso Planning Partners LLC manage?**
Capasso Planning Partners LLC reports $274,217,847 in regulatory assets under management in its Form ADV filing dated April 23, 2026 (98% discretionary).

**How have Capasso Planning Partners LLC's assets and staff changed since 2021?**
In the Form ADV data for Capasso Planning Partners LLC: Regulatory assets under management: $150,350,000 in the October 2021 data and $274,217,847 in the October 2026 data, up 82%. Total employees: 8 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Capasso Planning Partners LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (280); high net worth individuals (60); corporations or other businesses not listed above (17).

**Which custodians does Capasso Planning Partners LLC use?**
Capasso Planning Partners LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Capasso Planning Partners LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/294673

**Does Capasso Planning Partners LLC state an account minimum?**
Its Form ADV Part 2A brochure dated October 15, 2025 says: "There is no account minimum for any of CPP LLC’s services."

**What changed in Capasso Planning Partners LLC's recent Form ADV filings?**
In the May 2026 filing data: Employees performing advisory functions went from 7 to 4. Regulatory assets under management went from $327,697,497 to $274,217,847 (-16%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated October 15, 2025)

- Account minimum: None

> There is no account minimum for any of CPP LLC’s services.

- Flat fee: $1,500 to $100,000 (creating client financial plans)

> The negotiated fixed rate for creating client financial plans is between $1,500 and $100,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $274,217,847
- Discretionary: $269,091,839
- Non-discretionary: $5,126,008

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 280 | $100,884,961 |
| High net worth individuals | 60 | $158,763,884 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 1 | $81,513 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 17 | $14,487,489 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 5 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, GA, IL, MA, NC, NJ, NY, SC, TN, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [capassoplanningpartners.com](https://capassoplanningpartners.com)
- LinkedIn @capassoplanningpartners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $150,350,000 | 8 | March 29, 2021 |
| October 2022 | $254,638,202 | 11 | April 29, 2022 |
| October 2023 | $280,681,535 | 11 | March 24, 2023 |
| October 2024 | $332,760,217 | 13 | March 29, 2024 |
| October 2025 | $327,697,497 | 9 | June 24, 2025 |
| October 2026 | $274,217,847 | 5 | April 23, 2026 |

Regulatory assets under management: $150,350,000 in the October 2021 data and $274,217,847 in the October 2026 data, up 82%.
Total employees: 8 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### May 2026
- Employees performing advisory functions went from 7 to 4.
- Regulatory assets under management went from $327,697,497 to $274,217,847 (-16%).
- Updated its list of owners and control persons (Schedule A).

### January 2026
- No longer registered or notice-filed in PA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Capasso Planning Partners LLC (CRD 294673): Form ADV filing data as of October 2026.