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.

Firm class

former SEC adviserderivedabsent from the latest SEC roster

Regulatory AUM

$46.1MItem 5.F on the latest filing (2025-10-29); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$46.1M

Private client RAUM

$40.7MderivedItem 5.D individuals plus high net worth individuals

Private client share

88%derivedprivate client RAUM over total RAUM

Advisors on IAPD

4

RAUM per advisor

$11.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

4

Advisory employees

2

Offices

0Schedule D 1.F, beyond the principal office

Accounts

214

Individual clients

15

High net worth clients

44

SEC number

801-131246

CRD

333056

Filings on the tape

7

First filed

Sep 4, 2024

Latest filed

Oct 29, 2025

Organised

Limited Liability Company, DC

• Occurred

  Sep 4, 2024
  First Form ADV filing

  Capital Area Planning Group filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:8f6d31b7-8de5-128c-8c8f-78f29c9036a2

First observed

Sep 4, 2024

Last observed

Oct 29, 2025 10 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.