CRD: 294673
Capasso Planning Partners LLC
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Vector alphaBeacon vertex +more
- Established Date
- 06-12-2018
- Office Locations
- 1
Office Locations
About Capasso Planning Partners LLC
Capasso Planning Partners is a fee-only, fiduciary RIA providing comprehensive financial planning and ongoing portfolio management for individuals, families, and business owners. The team builds and rebalances customized, risk-aligned portfolios with a focus on retirement, tax-aware investing, estate planning, and insurance/risk reviews. Custody relationships include Schwab and Fidelity, with added visibility via media features and Zoe Financial.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
CHARLES DUSTIN CAPASSO
Managing Member
- CRD
- #5319437
- Ownership
- 50% but less than 75%
MICHAEL BRADY O'CONNOR
Chief Compliance Officer
- CRD
- #5675878
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $269,091,839 | $252,431 |
| Non-Discretionary | $5,126,008 | $732,287 |
| Total | $274,217,847 | $255,562 |
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Separately Managed Accounts
Total SMA Asset: $274,217,847
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,319,066,843 | 36.3% |
| Equity - Exchange | $933,884,790 | 25.7% |
| Other | $323,407,573 | 8.9% |
| Cash | $363,379,296 | 10.0% |
| Derivatives | $694,054,455 | 19.1% |
| Total | $3,633,792,957 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| EMBER RADIAL FUSION | PATHWAY INSIGHT | G2ZTSHL27 | DLNES | 10.96% | $107,899,120 |
| VECTOR EAGLE VALUE | CREST CREST | CUS1XB3JM | HTN | 2.14% | $2,912,490 |
| OAK VALUE | ZENITH CREST | VWNI91OA4 | MQMD | 12.04% | $113,326,336 |
| ALPHA MATRIX | FOCUS ALPHA | 6ZHRAKPOW | UROUF | 7.35% | $12,664,802 |
| PRIME RADIAL ALPHA | BEACON FRONTIER | 8O7OD41N7 | FEM | 6.07% | $72,373,990 |
| BEACON HORIZON CAPITAL | OPTIMA ALPHA | QXQYLHQKC | UBA | 4.79% | $92,245,499 |
| WAVE MERIDIAN INSIGHT | RADIAL BRIDGE | XFNB4BVBH | CGP | 0.72% | $54,707,615 |
| SIGNAL GLACIER | CREST TIMBER | D5IOBCY59 | IZS | 10.56% | $74,717,012 |