Capital Planning
Financial Services • 
Bellevue, Washington, United States • 21-50 Employees
Company overview
| Headquarters | 10900 Northeast Fourth Street, Suite 1030, Bellevue, Washington 98004, US |
| Phone number | +14256431216 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Wealth Management, Investment Management, Wealth Planning, Family Legacy |
| Founded | 1983 |
| Employees | 21-50 |
| Socials |
Key Contacts at Capital Planning
Michael D. Miller
Ceo
Christine Phillips
Owner
Brian Crosby
Vp/Director Of Operations
Kathryn Walther
Director Of Client Services
Capital Planning Email Formats
Capital Planning uses 2 email formats. The most common is {last name}{last name} (e.g., doedoe@capplanllc.com), used 60% of the time.
| Format | Example | Percentage |
|---|---|---|
{last name}{last name} | doedoe@capplanllc.com | 60% |
{first initial}{last name} | jdoe@capplanllc.com | 40% |
About Capital Planning
For over 30 years, Capital Planning has assisted corporate executives, business owners, entrepreneurs, and high net worth families build and preserve wealth by providing investment management, wealth planning, and family legacy services. Our mission is to empower our clients to enjoy their lives by managing the complexities of their wealth. Advice From the beginning, one of Capital Planning's guiding principles has been to deliver independent and unbiased advice to assist our clients as they navigate through significant life decisions that impact their wealth. Our clients rely on our experience and time-tested strategies to help guide them through major life events such as retirement, the sale of a business, or planning their family legacy. Experience Our advisors exemplify experience with an average of over 25 years of wealth management experience and an average tenure of 15 years with Capital Planning. This provides our clients with confidence in the commitment and stability of our advisory team. Independence We strongly believe that our structure as a fee-based registered investment advisory firm positions us to offer the best solutions to our clients. As an independently owned organization, we are not affiliated with any other financial institution. Our advisory team represents the interests of our clients through objective, independent investment and wealth planning advice.
Capital Planning revenue & valuation
| Annual revenue | $2,224,430 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $7,200,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Capital Planning has 6 employees across 4 departments.
Departments
Number of employees
Funding Data
Capital Planning has never raised funding before.
Capital Planning Tech Stack
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CanadaFrequently asked questions
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