Capital Planning Services Corp.
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ADV data as of Mar 03, 2026
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- —
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 10
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David Scott Bahnick | Registered representative | Chartered Financial Consultant | Jan 2008 (19y) | |
| John William Sullivan | Registered representative | Chartered Financial Consultant | Jan 2008 (19y) | |
| Jonathan Lloyd Carpenter | Registered representative | Mar 2014 (12y) | ||
| Ann Sheerin Brinckman | Registered representative | CFP | Apr 2014 (12y) | |
| John Jerry Strasburger | Registered representative | CFP | Mar 2023 (3y) | |
| Robert Roy Everitt | Registered representative | CFP | Feb 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/03/2026 | 1.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 03, 2026.
View current Form ADV (SEC/IAPD) ↗