AdvisorCensus / Financial advisors / District of Columbia / Washington / Capital Area Planning Group
Capital Area Planning Group
Filed as CAPITAL AREA PLANNING GROUP · Legal name Capital Area Planning Group, LLC
Capital Area Planning Group is a state-registered investment advisory firm in Washington, DC, registered since 2025, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated June 17, 2026.
Quick answers
From the filingHow is Capital Area Planning Group compensated?
On its Form ADV (Item 5.E, October 2026), Capital Area Planning Group reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
Where is Capital Area Planning Group located?
Capital Area Planning Group's principal office is in Washington, DC, according to its Form ADV.
Is Capital Area Planning Group registered with the SEC or a state?
Capital Area Planning Group is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 333056.
How much does Capital Area Planning Group manage?
Capital Area Planning Group reports $64,839,123 in regulatory assets under management in its Form ADV filing dated June 17, 2026 (100% discretionary).
How have Capital Area Planning Group's assets and staff changed since 2025?
In the Form ADV data for Capital Area Planning Group: Regulatory assets under management: $46,073,577 in the October 2025 data and $64,839,123 in the October 2026 data, up 41%. Total employees: 4 in October 2025 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Capital Area Planning Group serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (49); individuals (other than high net worth individuals) (7); corporations or other businesses not listed above (1).
Does Capital Area Planning Group report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/333056
What changed in Capital Area Planning Group's recent Form ADV filings?
In the January 2026 filing data: No longer registered or notice-filed in CA, GA.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Regulatory assets under management
Item 5.F$64,839,123 as of October 2026, filing dated June 17, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Other
Registration and firm details
Items 1, 2, 5- Legal name
- Capital Area Planning Group, LLC
- Registration
- State-registered investment adviser. Status as filed: APPROVED.
- Registered since
- 2025 (0 years)
- Employees
- Total: 4. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
2 states or jurisdictions
State-registered investment advisers are examined by their state securities regulator. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $64,839,123 | 4 | June 17, 2026 |
| October 2025 | $46,073,577 | 4 | July 24, 2025 |
Regulatory assets under management: $46,073,577 in the October 2025 data and $64,839,123 in the October 2026 data, up 41%.
Total employees: 4 in October 2025 and 4 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- January 2026
- No longer registered or notice-filed in CA, GA.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Capital Area Planning Group (CRD 333056): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/capital-area-planning-group-washington-dc-333056