Capital Area Planning Group
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$59,457,659
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
56
88% high-net worth
Advisors
1
of 4 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
56
TypicalAverage account size
$1,061,744
About
Capital Area Planning Group provides discretionary investment management, ongoing financial planning, and employee benefit plan advising to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm also offers tax preparation and planning services and makes insurance and other financial products available to clients through affiliated entities.
The firm constructs customized, actively managed portfolios using principles of modern portfolio theory and fundamental analysis, and tailors allocations based on client suitability, tax considerations, and written client restrictions. CAPG implements ongoing supervision and periodic rebalancing across common asset types including equities, fixed income, mutual funds, and ETFs, and reports performance and portfolio summaries at least annually.
What distinguishes CAPG from many peers is its integration of other financial services under common ownership: the adviser’s principal is an IRS Enrolled Agent and the firm is affiliated with tax preparation, mortgage brokerage, and insurance businesses, with tax preparation included as an option within its financial planning engagements. These affiliations and the availability of insurance and mortgage services present potential conflicts of interest that the firm addresses through disclosure, documented suitability determinations, and by allowing clients to decline affiliated services.
Client services
Financial planning
Portfolio management
Pension consulting
Tax prep and planning services
Expertise
Active portfolio management
Equity compensation tax strategy
Social Security optimization
Student loan debt
Home buying
Occupation focus
Founder/Business Owner
Executive
Demographic focus
Mid-Career Professionals
HENRY (High Earners, Not Rich Yet)
Fee options
Financial Planning Services: upfront fee $1,999 plus monthly installments ($499 for individual, $729 for couple).
$500,000 - $749,999: 1.50% $750,000 - $999,999: 1.25% $1,000,000 - $2,499,999: 1.00% $2,500,000 - $4,999,999: 0.85% $5,000,000 - $9,999,999: 0.70% $10,000,000 - $24,999,999: 0.50% $25,000,000+: Negotiable
Account minimum: $500,000 Fee-only: Financial Planning: $7,500 annually for individual; $10,000 annually for couple, non-negotiable; Tax preparation included in planning fee, negotiable fees for tax prep as stand-alone.
Main office location
Capital Area Planning Group
1255 Union Street Ne, 7 Th Floor
Washington DC 20002, United States
Number of offices
1
Most active in
Capital Area Planning Group has reported serving >5 clients in these states in the last 12 months.
District of Columbia · Maryland · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")