This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- LPL Financial ยท Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Timber bridgeUnison summit
- Established Date
- 06-03-2022
- Office Locations
- 1
Office Locations
About Capital AND Planning, LLC
Capital & Planning is an independent, fee-based advisory firm serving individuals, families, and small businesses with personalized financial planning and investment advice. The team focuses on retirement planning, tax-efficient wealth strategies, investment management, and estate/legacy planning, with coaching and education to build client confidence. Client experience includes online portals via eMoney and LPL AccountView; portfolios are largely ETF-oriented.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MICHAEL LESTER EDMONDSON
Chief Compliance Officer, Managing Member, President
- CRD
- #2552747
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
JUSTIN RUSSELL FLORENCE
--
- CRD
- #4370448
JOSEPH M NORTON
--
- CRD
- #6666537
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $193,938,755 | $244,872 |
| Non-Discretionary | $0 | -- |
| Total | $193,938,755 | $244,872 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $193,938,755
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,062,259,712 | 29.2% |
| Public Funds | $891,279,553 | 24.5% |
| Cash | $953,123,440 | 26.2% |
| Municipal Bonds | $731,213,020 | 20.1% |
| Total | $3,637,875,725 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| NORTH LEGACY OAK | PRIME EMBER | OEDWVYM5M | QZR | 5.43% | $68,556,878 |
| ZENITH VECTOR VERTEX | OPTIMA ELEMENT | O7EE83I9I | GLXQ | 10.83% | $24,030,389 |
| SIGNAL BRIDGE | PIONEER GLACIER | 99GZ806DD | LVYZ | 7.51% | $72,519,525 |
| CATALYST MERIDIAN | PRIME VERTEX | 2T2OWIJFA | SJY | 2.46% | $70,454,648 |
| CREST CATALYST ZENITH | VALUE ALPHA | ALUL4OHKK | YPGY | 9.27% | $87,851,899 |
| SIGNAL CREST | OPTIMA BEACON | 4K2YCH56P | FKXSB | 5.57% | $61,139,450 |
| VALUE MERIDIAN WAVE | LEGACY ELEMENT | 7X4HQHRUX | VUMI | 9.31% | $95,234,091 |
| ZENITH VITAL | OAK MATRIX | PB3C4E8UB | QYGE | 8.17% | $106,669,391 |