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Member, President, Chief Operating Officer · Capital Planning, LLC

James E. Kelley

CRD 1348439 · Named on Form ADV at one SEC-registered adviser

At a glance

Capital Planning, LLC, an SEC-registered wealth manager based in Bellevue, WA with $618 million in regulatory assets, lists James E. Kelley on its Form ADV as Member, President, Chief Operating Officer, a control person.

Firms and roles

  • Capital Planning, LLCMember, President, Chief Operating OfficerWealth manager · Bellevue, WA · $618M in regulatory assets

AtlasMembers

James’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Michael D. MillerChief Executive Officer & Chief Compliance Officer, Capital Planning, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For James’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.