This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Nationwide
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-01-2014
- Office Locations
- 1
Office Locations
About Capital Planning, LLC
David Dunn Wealth (Capital Planning, LLC) is a Bellevue, WA RIA providing personalized wealth management and financial planning, led by founder/CEO and Chief Investment Strategist David Dunn. The firm focuses on simplifying complex financial lives for professionals, families, business owners and entrepreneurs, with portfolios built primarily using public funds and ETFs and custody support via Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JAMES EARL KELLEY JR
CHIEF OPERATING OFFICER, President, Wealth Advisor
- CRD
- #1348439
- Ownership
- 10% but less than 25%
MICHAEL DARRELL MILLER
Chief Compliance Officer, Chief Executive Officer, Founder
- CRD
- #735841
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
BRENDA JAMMY LEE
Consultant, Financial Advisor
- CRD
- #2280754
Christian Michael David Miller
Financial Consultant
- CRD
- #7732566
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $617,688,176 | $528,390 |
| Non-Discretionary | $0 | -- |
| Total | $617,688,176 | $528,390 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing