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Capital Planning LLC Employee Directory

Financial ServicesWashington, United States11-50 Employees

Capital Planning LLC is a financial services firm based in Bellevue, Washington, offering investment management, wealth planning, and family legacy services, and it has operated for more than 30 years. It serves corporate executives, business owners, entrepreneurs, and high net worth families, helping them grow and protect wealth while navigating major life events. The firm emphasizes independence and unbiased guidance as a core principle, operating as a fee-based registered investment advisory and remaining independently owned.

Its advisory team combines extensive wealth management experience, with advisors bringing substantial expertise and long tenure with Capital Planning. The organization provides objective investment and wealth planning advice that prioritizes client interests and is not affiliated with a larger financial institution.

Find Capital Planning LLC employees' phone numbers or email addresses

Capital Planning LLC Global Highlights

Location
Employees

North America
8

Minus sign iconPlus sign icon
  • United States Of America
    8

Capital Planning LLC's Leadership

  • Stylized image of a person
    J. E. K.
    President & Coo
    Mobile Phone
  • Stylized image of a person
    A. H.
    Owner
    Mobile Phone

Capital Planning LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other
  • Arts & Design

Contact profiles from Capital Planning LLC

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    J. E. K.
    President & Coo
    Mobile Phone
    United StatesFlorida
    May 29, 2024
  • Stylized image of a person
    A. H.
    Owner
    Mobile Phone
    United StatesArizona
    Oct 16, 2024

Frequently Asked Questions

What is Capital Planning LLC known for?

Minus sign iconPlus sign iconCapital Planning LLC was founded in 1983 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-425-643-****
. Explore Capital Planning LLC's company overview page for more information.

What is Capital Planning LLC's most common email format?

Minus sign iconPlus sign iconCapital Planning LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Capital Planning LLC email formats with LeadIQ.

How many employees does Capital Planning LLC have currently?

Minus sign iconPlus sign iconCapital Planning LLC has approximately 23 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Capital Planning LLC's key employees and leadership?

Minus sign iconPlus sign icon

As of July 2026, Capital Planning LLC's key employees include:

  • President & Coo: J. E. K.
  • Owner: A. H.

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