Data / Investment advisers / South Carolina / Capasso Planning Partners LLC
Capasso Planning Partners LLC, Charleston, SC: $274 million AUM, SEC registered investment adviser
Capasso Planning Partners LLC is an SEC registered investment adviser with its main office in Charleston, South Carolina and reports $274 million in regulatory assets under management in its Form ADV filed April 23, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 294673
- SEC file number
- 801-120995
- SEC status
- Approved, effective April 28, 2021
- Main office
- 635 East Bay Street Suite C, Charleston, SC 29403
- Phone
- (843) 608-8487
- Regulatory AUM
- $274,217,847 in the Form ADV filed April 23, 2026
- Discretionary AUM
- $269,091,839
- Non discretionary AUM
- $5,126,008
- Accounts
- 1,073
- Employees
- 5, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- April 23, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 60 | $158.8 million |
| Individuals (other than high net worth individuals) | 280 | $100.9 million |
| Corporations or other businesses | 17 | $14.5 million |
| Charitable organizations | 1 | $81,513 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| May 1, 2026 | $274.2 million | April 23, 2026 |
| December 1, 2025 | $327.7 million | October 15, 2025 |
Other advisers in Charleston
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Objectivity Squared Wealth Management | Charleston | $487.8 million | Not listed | adviserinfo.sec.gov |
| Ballast Rock Private Wealth | Charleston | $405.7 million | Not listed | adviserinfo.sec.gov |
| Altriarch Asset Management, LLC | Charleston | $349.1 million | 7 | adviserinfo.sec.gov |
| Nicholson Wealth Management Group | Charleston | $322 million | Not listed | adviserinfo.sec.gov |
| Victoria Capital Management, Inc. | Charleston | $305.5 million | Not listed | adviserinfo.sec.gov |
| Charleston Financial Advisors, LLC | Charleston | $262.4 million | Not listed | adviserinfo.sec.gov |
| Bowside Capital, LLC | Charleston | $229.8 million | 3 | adviserinfo.sec.gov |
| Kinwell LLC | Charleston | $214.7 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Charleston, SC
- Investment advisers in South Carolina
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Capasso Planning Partners LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.