# Capital Design Private Wealth LLC > Capital Design Private Wealth LLC is an SEC-registered investment advisory firm in Portsmouth, NH, registered since 2023, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 6, 2026. - CRD: 300472 - Filed as: CAPITAL DESIGN PRIVATE WEALTH LLC - Also doing business as: PLANNING FOR PILOTS, TALL TREES WEALTH - Registration: SEC-registered investment adviser (status as filed: Approved) - Location: Portsmouth, NH - Filing period: October 2026 - Form ADV filing dated: March 6, 2026 - SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/300472 - AdvisorCensus page: https://advisorcensus.com/firm/capital-design-private-wealth-llc-portsmouth-nh-300472 ## Quick answers **How is Capital Design Private Wealth LLC compensated?** On its Form ADV (Item 5.E, October 2026), Capital Design Private Wealth LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). **How much does Capital Design Private Wealth LLC charge?** Its Form ADV Part 2A brochure dated March 6, 2026 states: Subscription: $175 a month (Foundations and Partnering tiers). Fees can differ by service and may be negotiable; the brochure is the complete statement. **Where is Capital Design Private Wealth LLC located?** Capital Design Private Wealth LLC's principal office is in Portsmouth, NH, according to its Form ADV. **Is Capital Design Private Wealth LLC registered with the SEC or a state?** Capital Design Private Wealth LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 300472. **How much does Capital Design Private Wealth LLC manage?** Capital Design Private Wealth LLC reports $96,033,232 in regulatory assets under management in its Form ADV filing dated March 6, 2026 (100% discretionary). **How have Capital Design Private Wealth LLC's assets and staff changed since 2023?** In the Form ADV data for Capital Design Private Wealth LLC: Regulatory assets under management: $111,000,000 in the October 2023 data and $96,033,232 in the October 2026 data, down 13%. Total employees: 3 in October 2023 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going. **What types of clients does Capital Design Private Wealth LLC serve?** By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (219); high net worth individuals (45). **Which custodians does Capital Design Private Wealth LLC use?** Capital Design Private Wealth 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 Capital Design Private Wealth 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/300472 **Does Capital Design Private Wealth LLC state an account minimum?** Its Form ADV Part 2A brochure dated March 6, 2026 says: "Capital Design offers investment advisory services to individuals, high net worth individuals, trusts, estates, and retirement plans. Capital Design generally does not impose a minimum relationship size." **What changed in Capital Design Private Wealth LLC's recent Form ADV filings?** In the April 2026 filing data: Added the business name Planning for Pilots. Added the business name Tall Trees Wealth. ## From the Form ADV filing ### Compensation (Item 5.E) - A percentage of assets under your management - Fixed fees (other than subscription fees) ### Fees and minimums (Form ADV Part 2A brochure dated March 6, 2026) - Account minimum: None > Capital Design offers investment advisory services to individuals, high net worth individuals, trusts, estates, and retirement plans. Capital Design generally does not impose a minimum relationship size. - Subscription: $175 a month (Foundations and Partnering tiers) > The fees for the Foundations and Partnering tiers as described above in Item 4 start at $175 per month, but the fees will be higher for more complex cases. 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: $96,033,232 - Discretionary: $96,033,232 - Non-discretionary: $0 ### Clients (Item 5.D) | Client type | Clients | Assets | | --- | --- | --- | | Individuals (other than high net worth individuals) | 219 | $50,015,260 | | High net worth individuals | 45 | $46,017,972 | | 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 | 0 | $0 | | 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 | 0 | $0 | | Other | 0 | $0 | ### Advisory services (Item 5.G) - Financial planning services - Portfolio management for individuals and/or small businesses ### Firm details - Registered since: 2023 (3 years) - Employees: 2 total, 2 performing advisory functions - Wrap fee program participation: No - States registered or notice-filed: FL, LA, MA, ME, NH, TX - Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11. ### Websites listed on Form ADV (Item 1.I) - [capitaldesignpw.com](https://capitaldesignpw.com) - [planningforpilots.com](https://planningforpilots.com) - [talltreeswealth.com](https://talltreeswealth.com) - LinkedIn @andrelaplantefinancialadvisor ## Assets and staff over time | Data period | Regulatory assets under management | Employees | Filing dated | | --- | --- | --- | --- | | October 2023 | $111,000,000 | 3 | January 31, 2023 | | October 2024 | $131,800,000 | 3 | September 3, 2024 | | October 2025 | $86,380,386 | 2 | May 20, 2025 | | October 2026 | $96,033,232 | 2 | March 6, 2026 | Regulatory assets under management: $111,000,000 in the October 2023 data and $96,033,232 in the October 2026 data, down 13%. Total employees: 3 in October 2023 and 2 in October 2026. ## Changes in the filing (last 12 months) ### April 2026 - Added the business name Planning for Pilots. - Added the business name Tall Trees Wealth. ## Source Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Capital Design Private Wealth LLC (CRD 300472): Form ADV filing data as of October 2026.