Capital Planning LLC
Legal Name: CAPITAL PLANNING LLC
Full Contact Details
Capital Planning LLC
10900 NE 4TH STREET, SUITE 1030, BELLEVUE, WA
425-643-1800
425-643-1216
Other Info
Capital Planning LLC, legally known as CAPITAL PLANNING LLC, is a Washington-based limited liability company with six employees who serve in advisory roles. The firm has an impressive record with the SEC, with its last reported status as "Approved" dating back to January 1, 2014. Despite having only one client, the company is well-regarded in the financial services industry.
Wealth Management | Bellevue WA | Capital Planning LLC
At Capital Planning LLC we are passionate about creating better outcomes by simplifying the complexities of wealth management. Call to learn more!
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Wealth Management | Bellevue WA | Capital Planning LLC
At Capital Planning LLC we are passionate about creating better outcomes by simplifying the complexities of wealth management. Call to learn more!
Direct Owners
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JAMES EARL KELLEY
MEMBER, PRESIDENT, CHIEF OPERATING OFFICER owns more than 10% but less than 25%
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M3 HOLDINGS CORP DBA CAPITAL PLANNING CORPORATION
OWNER owns 75% or more
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MICHAEL DARRELL MILLER
CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER owns less than 5%