Capital & Planning, LLC
Capital & Planning, LLC is an investment adviser headquartered in Jonesboro, Georgia. The firm serves primarily high net worth individuals, managing assets totaling over $676 million as of 2025. With approximately 13 employees (62% of whom are investment professionals), Capital & Planning, LLC offers discretionary portfolio management and investment planning services, reporting directly to the SEC (CIK: 0002053750).
Investment Strategy
Capital & Planning, LLC provides discretionary investment management services with a strong focus on portfolio diversification among large-cap equities, as evidenced by substantial holdings in Microsoft, Amazon, Visa, and Alphabet. The firm focuses primarily on serving high net worth individual clients, offering tailored asset allocation and planning solutions rather than pooled investment vehicles. The firm's approach appears concentrated in U.S. equities, with sector and individual company analysis to drive asset allocation decisions for personalized client accounts.
Top Holdings
Equity Positions (36)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 14.09% | $20.7M | 41,705 | $420.74 | $497.41 | +$5.1M |
A AMZN | AMAZON COM INC | 11.09% | $16.3M | 74,458 | $219.31 | $219.39 | +$2.2M |
V V | VISA INC | 10.28% | $15.1M | 42,625 | $316.39 | $355.05 | +$250.6K |
G GOOGL | ALPHABET INC | 8.83% | $13.0M | 73,781 | $188.67 | $176.23 | +$1.7M |
S SO | SOUTHERN CO | 8.68% | $12.8M | 139,178 | $82.57 | $91.83 | +$183.9K |