Capital Planning Consultants, LLC

Capital Planning Consultants, LLC (CRD# 126260) is a financial advisory firm headquartered in Cromwell, CT. They manage $32,025,545 in 144 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
110 Court Street, Suite #6, Cromwell, CT 06416
https://www.cpcllc.net
By the Numbers
  • Total Assets Under Management
    32
    MILLION
  • Total Number of Accounts
    144
    ACCOUNTS
  • Average Account Value
    $222,400
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
The map below shows states where this firm has explicit registration only.

CT

Financial Advisors at Capital Planning Consultants, LLC
Showing 1 - 1 of 1 top financial advisors.
1
James Davis, financial advisor Cromwell CT
James Davis
CRD#: 1180468
110 Court Street, Suite 6, Cromwell, CT 06416

James Davis (CRD# 1180468) is an Investment Advisor Representative working at Capital Planning Consultants, LLC in Cromwell, CT and has over 32 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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