Capital Management & Planning, Inc.

Capital Management & Planning, Inc. (CRD# 114331) is a financial advisory firm headquartered in High Point, NC. They manage $25,902,578 in 195 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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.


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

Kem McAllister (CRD# 1104733) is an Investment Advisor Representative working at Capital Management & Planning, Inc. in High Point, NC and has over 35 years of experience in the finance industry.

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