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RIA / WealthAdvisorCertified Financial Planner19 years in industry

CHARLES DUSTIN CAPASSO

Advisor at CAPASSO PLANNING PARTNERS LLC

CHARLESTON, SC

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Search this name across graphsid dfx:ria:38710a09-c061-9840-25ca-933044516ea7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:26 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Apr 10, 2007 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CAPASSO PLANNING PARTNERS LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 27, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 3
Designations: Certified Financial Planner
Exams: S65
First exam: Feb 27, 2007
First registration: Apr 10, 2007
Dual registered: no
IAPD individual key: 5319437

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CAPASSO PLANNING PARTNERS LLC	Independent wealth	May 4, 2020	n/a	yes	CHARLESTON, SC	Current employment
SUMMIT FINANCIAL, LLC	Bd affiliated wealth	Jul 16, 2024	Nov 13, 2024	no	CHARLESTON, SC	Previous registration
LAKE TAHOE WEALTH MANAGEMENT, INC.	Former SEC adviser	Dec 18, 2013	Jun 15, 2018	no	MOUNT PLEASANT, SC\|FOLSOM, CA	Previous registration
DETTERBECK WEALTH MANAGEMENT	Independent wealth	Feb 23, 2012	Nov 19, 2013	no	CHARLESTON, SC	Previous registration
MORRIS FINANCIAL CONCEPTS, INC.	Independent wealth	Apr 10, 2007	Aug 30, 2011	no	MOUNT PLEASANT, SC	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SUMMIT FINANCIAL, LLC	n/a	Nov 13, 2024	n/a	n/a	Departure no registered destination	Departure
LAKE TAHOE WEALTH MANAGEMENT, INC.	CAPASSO PLANNING PARTNERS LLC	Jun 15, 2018	May 4, 2020	689	Firm change after gap	RIA to RIA
DETTERBECK WEALTH MANAGEMENT	LAKE TAHOE WEALTH MANAGEMENT, INC.	Nov 19, 2013	Dec 18, 2013	29	Firm change	Other
MORRIS FINANCIAL CONCEPTS, INC.	DETTERBECK WEALTH MANAGEMENT	Aug 30, 2011	Feb 23, 2012	177	Firm change	Other

Relationships

Registered with (5)

→ CAPASSO PLANNING PARTNERS LLCRegistered adviserregistration: current employment
May 4, 2020 to presentfactForm ADV
→ SUMMIT FINANCIAL, LLCRegistered adviserregistration: previous registration
Jul 16, 2024 to Nov 13, 2024factForm ADV
→ LAKE TAHOE WEALTH MANAGEMENT, INC.Registered adviserregistration: previous registration
Dec 18, 2013 to Jun 15, 2018factForm ADV
→ DETTERBECK WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Feb 23, 2012 to Nov 19, 2013factForm ADV
→ MORRIS FINANCIAL CONCEPTS, INC.Registered adviserregistration: previous registration
Apr 10, 2007 to Aug 30, 2011factForm ADV

Dated events

Occurred
Nov 13, 2024
Advisor departed, no destination yet
Charles Dustin Capasso no longer registered at Summit Financial, Llc; no later IA registration on IAPD
Form ADVobserved 6 days ago