# Capital Assets Planning Incorporated

> Capital Assets Planning Incorporated is a state-registered investment advisory firm, registered since 1987, with no regulatory assets under management reported in its Form ADV filing dated February 27, 2026.

- CRD: 115565
- Filed as: CAPITAL ASSETS PLANNING INCORPORATED
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: February 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/115565
- AdvisorCensus page: https://advisorcensus.com/firm/capital-assets-planning-incorporated-115565

## Quick answers

**How is Capital Assets Planning Incorporated compensated?**
On its Form ADV (Item 5.E, October 2026), Capital Assets Planning Incorporated reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Capital Assets Planning Incorporated registered with the SEC or a state?**
Capital Assets Planning Incorporated is a state-registered investment advisory firm, registered since 1987. Status as filed: APPROVED. CRD 115565.

**Does Capital Assets Planning Incorporated 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/115565

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Advisory services (Item 5.G)
- Financial planning services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 1987 (39 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MD, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- capdupras.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Capital Assets Planning Incorporated (CRD 115565): Form ADV filing data as of October 2026.