# Capital Area Planning Group

> 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.

- CRD: 333056
- Filed as: CAPITAL AREA PLANNING GROUP
- Legal name: Capital Area Planning Group, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Washington, DC
- Filing period: October 2026
- Form ADV filing dated: June 17, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/333056
- AdvisorCensus page: https://advisorcensus.com/firm/capital-area-planning-group-washington-dc-333056

## Quick answers

**How 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). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**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

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

### Regulatory assets under management (Item 5.F)
- Total: $64,839,123
- Discretionary: $64,839,123
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 7 | $1,829,570 |
| High net worth individuals | 49 | $57,628,089 |
| Corporations or other businesses not listed above | 1 | $5,381,464 |

### 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

### Firm details
- Registered since: 2025 (0 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DC, MD
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- capgllc.com
- LinkedIn @capital-area-planning-group

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $46,073,577 | 4 | July 24, 2025 |
| October 2026 | $64,839,123 | 4 | June 17, 2026 |

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.

## Changes in the filing (last 12 months)

### January 2026
- No longer registered or notice-filed in CA, GA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Capital Area Planning Group (CRD 333056): Form ADV filing data as of October 2026.