CRD: 127717
Great Plans Capital Management, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-25-2003
- Office Locations
- 1
Office Locations
About Great Plans Capital Management, LLC
Great Plans Capital Management is a Cary, NC advisory firm providing holistic wealth management—investment management alongside budgeting, debt management, and financial/retirement planning. The team emphasizes financial literacy and builds tailored strategies aligned to each client’s goals and risk comfort, with a focus on transparent, trust-based relationships. Works with individuals including business owners and entrepreneurs, with custody relationships including Charles Schwab and TD Ameritrade.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JAMES STEPHEN BAUDREAU
Chief Compliance Officer
- CRD
- #1870111
- Ownership
- 50% but less than 75%
DAVID ALAN FRUCHTER
President
- CRD
- #1482930
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $10,470,570 | -- |
| Total | $10,470,570 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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