Capasso Planning Partners Llc
- Regulatory AUM
- $274M
- Discretionary
- $269M
- Clients
- 358
- Avg AUM / client
- $766K
- Accounts
- 1,073
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Apr 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 280 | $101M | 36.8% |
| High net worth individuals | 60 | $159M | 57.9% |
| Charitable organizations | 1 | $81.5K | 0.03% |
| Corporations and other businesses | 17 | $14.5M | 5.28% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Charles Dustin Capasso | Managing Member & Chief Compliance Officer | CFP | Jan 2018 (9y) | 75% or more |
| Daniel Patrick Callahan | Partner | CFA | Oct 2021 (5y) | 10% – 25% |
| Michael Brady O'connor | Registered representative | CFP | Mar 2023 (3y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/23/2026 | 1.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $292M (106% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 23, 2026.
View current Form ADV (SEC/IAPD) ↗