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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Meridian glacierWave atlas +more
- Established Date
- 10-17-2024
- Office Locations
- 2
Office Locations
About Capital Area Planning Group
Capital Area Planning Group is a fiduciary financial planning and investment advisory firm serving senior managers/executives, first-generation wealth creators, and small landlords/real estate investors. The team uses a structured five-meeting onboarding and deep document review, then builds coordinated investment strategy across brokerage and 401(k) accounts with integrated tax prep and estate planning. Offers virtual or in-person meetings nationwide and transparent flat-fee pricing with a client portal.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
SHERMAN MALCOLM ETHRIDGE
Chief Compliance Officer, Owner
- CRD
- #5981743
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Desiree Fisher
Associate Financial Advisor
- CRD
- #7419958
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $64,839,123 | $215,297 |
| Non-Discretionary | $0 | -- |
| Total | $64,839,123 | $215,297 |
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Separately Managed Accounts
Total SMA Asset: $64,839,123
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,126,313,602 | 22.8% |
| Equity - Exchange | $454,477,418 | 9.2% |
| Cash | $1,007,754,276 | 20.4% |
| Private Funds | $1,234,992,985 | 25.0% |
| Other | $1,116,433,659 | 22.6% |
| Total | $4,939,971,940 | 100.0% |