Capasso Planning Partners LLC
Firm details
- Headquarters
- Charleston, South Carolina
- CRD number
- 294673
- Registered since
- April 28, 2021
- Website
- capassoplanningpartners.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI57.9%
- Individuals36.79%
- Corporations / Businesses5.28%
- Charitable Organizations0.03%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Capasso Planning Partners LLC is an independent registered investment adviser structured as an LLC and registered with the SEC in 2021. The firm operates as a capital allocator for individual and family clients as well as institutional relationships. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Fee arrangements include percentage of AUM, hourly charges, and fixed fees. The firm does not identify as an active ESG investor and is not listed as a multi‑state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds85%
- Exchange Traded Equities8%
- Other3%
- Derivatives2%
- Cash & Cash Equivalents2%
Contacts
2 of 2
Michael O'connor
Partner, Senior Wealth AdvisorCRD 5675878
Charles Capasso
Managing PartnerCRD 5319437
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 129Active vs passive
$434M in ETFs
82%
$357M
16%
$76.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $37.1M | 49,648 | 8.54% |
Location
Charleston, SC
Charleston
Location
Charleston, SC
Headquartered in Charleston, SC, in the South of the United States.
- Region
- South
- County
- Charleston
- Address
- 635 E Bay St
- Time zone
- ET (UTC-5)
- Office locations
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