Be advised. This firm is no longer registered.

Capital Management & Planning, Inc.

Capital Management & Planning, Inc. (CRD# 114331) is a financial advisory firm headquartered in Kernersville, NC. They manage $36,009,001 in 157 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    36
    MILLION
  • Total Number of Accounts
    157
    ACCOUNTS
  • Average Account Value
    $229,357
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
The map below shows states where this firm has explicit registration only.

NC

Financial Advisors at Capital Management & Planning, Inc.
No Advisor Found.
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