American Capital Planning, LLC

American Capital Planning, LLC (CRD# 151142) is a financial advisory firm headquartered in Leesburg, VA. They manage $24,464,250 in 80 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    24
    MILLION
  • Total Number of Accounts
    80
    ACCOUNTS
  • Average Account Value
    $305,803
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

VA

Financial Advisors at American Capital Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Bonnie A. Sewell
CRD#: 4647795
202 Church Street Se Suite 509, Leesburg, VA 20175
96
Wealthminder
score

Bonnie Sewell (CRD# 4647795) is an Investment Advisor Representative working at American Capital Planning, LLC in Leesburg, VA and has over 16 years of experience in the finance industry. Bonnie Sewell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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