# Strategic Capital Planning, Inc.

> Strategic Capital Planning, Inc. is a state-registered investment advisory firm in Brooklet, GA, registered since 2006, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 4, 2026.

- CRD: 140438
- Filed as: STRATEGIC CAPITAL PLANNING, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Brooklet, GA
- Filing period: October 2026
- Form ADV filing dated: February 4, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/140438
- AdvisorCensus page: https://advisorcensus.com/firm/strategic-capital-planning-inc-brooklet-ga-140438

## Quick answers

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

**Where is Strategic Capital Planning, Inc. located?**
Strategic Capital Planning, Inc.'s principal office is in Brooklet, GA, according to its Form ADV.

**Is Strategic Capital Planning, Inc. registered with the SEC or a state?**
Strategic Capital Planning, Inc. is a state-registered investment advisory firm, registered since 2006. Status as filed: APPROVED. CRD 140438.

**How much does Strategic Capital Planning, Inc. manage?**
Strategic Capital Planning, Inc. reports $19,954,431 in regulatory assets under management in its Form ADV filing dated February 4, 2026 (0% discretionary).

**What types of clients does Strategic Capital Planning, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (7); high net worth individuals (3); charitable organizations (2).

**Does Strategic Capital Planning, Inc. 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/140438

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $19,954,431
- Discretionary: $0
- Non-discretionary: $19,954,431

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 7 | $1,948,409 |
| High net worth individuals | 3 | $6,167,904 |
| Charitable organizations | 2 | $11,838,118 |

### 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

### Firm details
- Registered since: 2006 (20 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Strategic Capital Planning, Inc. (CRD 140438): Form ADV filing data as of October 2026.