Capital And Planning, LLC

Capital And Planning, LLC (CRD# 321104) is a financial advisory firm headquartered in Jonesboro, GA. They manage $135,220,136 in 676 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details

2242 Mt. Zion Road, Jonesboro, GA 30236

http://www.capitalandplanning.com

By the Numbers

Total Assets Under Management

135

MILLION
Total Number of Accounts

676

ACCOUNTS
Average Account Value

$200,030

Compensation Options

A percentage of assets under your management

Advisory Services Offered

Portfolio management for individuals and/or small businesses

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

AL, CA, FL, GA, LA, NC, NE, SC, TX

Financial Advisors at Capital And Planning, LLC

Showing 1 - 2 of 2 top financial advisors.

Michael L. Edmondson

CRD#: 2552747

2242 Mt. Zion Road, Jonesboro, GA 30236

Michael Edmondson (CRD# 2552747) is an Investment Advisor Representative working at Capital And Planning, LLC in Jonesboro, GA and has over 29 years of experience in the finance industry.

Justin R. Florence

CRD#: 4370448

2242 Mt. Zion Road, Jonesboro, GA 30236

Justin Florence (CRD# 4370448) is an Investment Advisor Representative working at Capital And Planning, LLC in Jonesboro, GA and has over 22 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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