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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

CAPITAL AND PLANNING, LLC

CRD 321104

JONESBORO, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b3b8ffdb-cce4-2ae7-3a52-94b5be391cb6

Data as of May 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:26 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: May 4, 2022 to May 15, 2026
18 observations

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

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=2.0
Regulatory AUM: $194MItem 5.F on the latest filing (2026-05-15); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $194M
Private client RAUM: $193MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $64.6Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 2
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 792
Individual clients: 391
High net worth clients: 126
SEC number: 801-125802
CRD: 321104
Filings on the tape: 18
First filed: May 4, 2022
Latest filed: May 15, 2026
Organised: Limited Liability Company, GA
Website: capitalandplanning.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MICHAEL LESTER EDMONDSON	Certified Financial Planner	JONESBORO, GA	4	31	3	yes
JUSTIN RUSSELL FLORENCE	n/a	JONESBORO, GA	3	25	n/a	yes
JOSEPH M NORTON	n/a	JONESBORO, GA	0	12	3	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
EDMONDSON, MICHAEL, LESTER	MANAGING MEMBER/CCO	E	yes	05/2017	May 4, 2022	Jul 17, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 25, 2026	$194M	$194M	2	2	n/a	n/a
2024	Mar 30, 2025	$166M	$163M	2	2	n/a	n/a
2023	Mar 18, 2024	$135M	$133M	2	2	n/a	n/a
2022	Mar 6, 2023	$109M	$107M	1	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$194M	$166M	17.0%	$109M	21.1%	2	2	0	0

Relationships

Registered with (3)

← JOSEPH M NORTONAdvisorregistration: current employment
May 15, 2026 to presentfactForm ADV
← JUSTIN RUSSELL FLORENCEAdvisorregistration: current employment
Aug 3, 2023 to presentfactForm ADV
← MICHAEL LESTER EDMONDSONAdvisorregistration: current employment
Jun 6, 2022 to presentfactForm ADV

Controls (1)

← EDMONDSON, MICHAEL, LESTEROwnerMANAGING MEMBER/CCO, ownership code E, individual
May 4, 2022 to Jul 17, 2024factForm ADV

Dated events

Occurred
May 4, 2022
First Form ADV filing
Edmondson Capital And Financial Planning filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b3b8ffdb-cce4-2ae7-3a52-94b5be391cb6
First observed: May 4, 2022
Last observed: May 15, 2026 4 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.

CAPITAL AND PLANNING, LLC

CRD 321104

JONESBORO, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b3b8ffdb-cce4-2ae7-3a52-94b5be391cb6

Data as of May 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:26 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MICHAEL LESTER EDMONDSON

Certified Financial Planner

JONESBORO, GA

yes

JUSTIN RUSSELL FLORENCE

n/a

JONESBORO, GA

n/a

yes

JOSEPH M NORTON

n/a

JONESBORO, GA

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

EDMONDSON, MICHAEL, LESTER

MANAGING MEMBER/CCO

yes

05/2017

May 4, 2022

Jul 17, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 25, 2026

$194M

n/a

2024

Mar 30, 2025

$166M

$163M

n/a

2023

Mar 18, 2024

$135M

$133M

n/a

2022

Mar 6, 2023

$109M

$107M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$194M

$166M

17.0%

$109M

21.1%