# Curated Capital & Planning LLC

> Curated Capital & Planning LLC is a state-registered investment advisory firm in Lewisville, NC, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 316143
- Filed as: CURATED CAPITAL & PLANNING LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Lewisville, NC
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/316143
- AdvisorCensus page: https://advisorcensus.com/firm/curated-capital-and-planning-llc-lewisville-nc-316143

## Quick answers

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

**Where is Curated Capital & Planning LLC located?**
Curated Capital & Planning LLC's principal office is in Lewisville, NC, according to its Form ADV.

**Is Curated Capital & Planning LLC registered with the SEC or a state?**
Curated Capital & Planning LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 316143.

**How much does Curated Capital & Planning LLC manage?**
Curated Capital & Planning LLC reports $8,495,212 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**What types of clients does Curated Capital & Planning LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (30); high net worth individuals (3).

**Does Curated Capital & Planning LLC 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/316143

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $8,495,212
- Discretionary: $8,495,212
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 30 | $6,969,248 |
| High net worth individuals | 3 | $1,525,964 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Curated Capital & Planning LLC (CRD 316143): Form ADV filing data as of October 2026.