Capital Management & Planning, Inc.

Capital Management & Planning, Inc. (CRD# 114331) is a financial advisory firm headquartered in High Point, NC. They manage $24,674,035 in 199 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    199
    ACCOUNTS
  • Average Account Value
    $123,990
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
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.

NC

Financial Advisors at Capital Management & Planning, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Kem F. McAllister
CRD#: 1104733
1320 Hamilton Place, High Point, NC 27262
93
Wealthminder
score

Kem McAllister (CRD# 1104733) is an Investment Advisor Representative working at Capital Management & Planning, Inc. in High Point, NC and has over 33 years of experience in the finance industry.

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