Capital Area Planning Group

Overview

Capital Area Planning Group is an independent registered investment adviser organized as an LLC and first registered with the SEC in 2024. The firm is owner-operated and serves both individual and family clients as well as institutional relationships. Its advisory lineup centers on fee-based financial planning and portfolio management for individuals, small businesses, corporations and pension plans; the firm also lists pension consulting among its services. Beyond investment advice, the firm engages in related financial services activities — acting as an insurance broker and providing accounting and other financial product distribution. Fee arrangements include percentage-of-AUM billing alongside fixed fees. FINTRX flags the firm as not an active ESG investor and not classified as a multi-state adviser, even though the firm maintains offices in more than one state.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices