Strategic Capital Planning, Inc.

Overview

Strategic Capital Planning, Inc. is a small, independent registered investment adviser that combines accounting and advisory services to serve individuals, families and a limited number of institutional/business clients. The firm’s practice centers on financial planning and portfolio management for individuals, small businesses and institutions, delivered largely on a non‑discretionary basis. Its fee model mixes a percentage of assets under management with hourly charges, which aligns with hands‑on planning and client‑directed portfolio implementation rather than delegated trading authority. Investment activity is concentrated in publicly traded pooled vehicles—primarily mutual funds and other public funds—rather than direct security selection or active alternatives. The firm is not identified as an active ESG investor and operates as a single‑state adviser under individual ownership. Strategic Capital Planning’s combination of accounting work and advisory services suggests a client engagement style that integrates tax and cash‑flow considerations into portfolio construction.

Assets & Accounts

Investments & Alternatives

Location & Offices