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Capasso Planning Partners LLC
Capasso Planning Partners LLC is a boutique Registered Investment Adviser (RIA) headquartered in Charleston, South Carolina. Founded by Charlie Capasso after extensive experience building RIA firms in various U.S. cities, the firm provides independent, fiduciary wealth management and financial planning services. The team includes credentialed advisors, client service and operations specialists, and associate financial planners. They serve individuals, families, and businesses, focusing on helping clients achieve long-term financial goals through strategic planning. The firm employs approximately 9 to 11 professionals.
Investment Strategy
Capasso Planning Partners operates as a fee-only independent advisory firm, emphasizing fiduciary advice and a client-centric approach. Their strategy involves comprehensive financial planning, personalized investment management, and risk management for individuals, families, and businesses. By utilizing a collaborative process and broad investment expertise, the firm focuses on goal-oriented portfolio design, strategic asset allocation, and disciplined rebalancing. Their investment approach is diversified across equities, ETFs, mutual funds, and alternative assets, always tailored to each client's personal objectives and risk profile.
Latest 13F Filing Activity
Capasso Planning Partners LLC filed their most recent 13F report on Jun 30, 2025 disclosing 79 equity positions with a total 13F market value of $177M. The fund increased holdings in First TR Exchng Traded FD VI, First TR Exchange-traded FD, Vanguard Intl Equity Index F among other positions. Capasso Planning Partners LLC reduced exposure to SPDR S&P 500 Etf TR, SPDR Series Trust, SPDR Series Trust among others.
Top Holdings
Equity Positions (79)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 26.14% | $46.2M | 74,791 | $457.75 | $617.85 | -$6.8M |
S SPTM | SPDR SERIES TRUST | 7.47% | $13.2M | 176,268 | $58.30 | $74.89 | -$4.3M |
F FTSM | FIRST TR EXCHANGE-TRADED FD | 6.77% | $12.0M | 199,991 | $59.80 | $59.87 | +$1.3M |
V VEA | VANGUARD TAX-MANAGED FDS | 5.69% | $10.1M | 176,445 | $50.20 | $57.01 | -$4.2M |
S SPTI | SPDR SERIES TRUST | 5.40% | $9.6M | 332,095 | $30.08 | $28.77 | -$1.7M |
Industry Allocation
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