CAPITAL PLANNING Overview

Capital Planning Advisors Llc is an investment advisor that manages 295 MM dollars in regulatory AUM and has 11 employees, of which 4 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/14 to 09/30/16. The fund's latest filing disclosed 187MM in positions, representing 64% of the manager's regulatory AUM.

CAPITAL PLANNING StockAlpha

+0.3%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

CAPITAL PLANNING Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
FB 14.53% Tech -7.3% -1.23% 0 37%
VUG 7.73% ETF 0.05% -0.32% 0 3%
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FEATURED IN
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CAPITAL PLANNING Founders and Key Employees

Name Title In Position Since
Lawrence A. Hansen Chief Compliance Officer February-2014
Michael A. Sollazzo Managing Member January-2013

CAPITAL PLANNING Brokers, Custodians, Auditors and Administrators

Type Company

CAPITAL PLANNING Investment Strategy

Item 8: Methods of Analysis, Investment Strategies & Risk of Loss

Methods of Analysis:
 Charting;
 Cyclical;
 Fundamental;
 Technical;

Investment Strategies We Use:
 Long Term Purchases (Securities Held At Least a Year);
 Short Term Purchases (Securities Sold Within a Year);
 Trading (Securities Sold Within 30 Days);
 Short Sales;
 Margin Transactions;
 Option Writing, including Covered Options, Uncovered Options or Spreading Strategies;
 Other (Explain): Our firm’s primary investment strategy for our client accounts is a global, multi-asset class approach using both passive and actively managed vehicles that may perform better or worse than applicable benchmarks. We attempt to globally diversify portfolios across different asset classes and utilize different investment strategies in order to control the risk associated with traditional markets.

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CAPITAL PLANNING Portfolio Concentration

CAPITAL PLANNING Location

601 UNIVERSITY AVENUE #175
SACRAMENTO, California
UNITED STATES, 95825

CAPITAL PLANNING Contact Information

Phone Number: 916-286-7650
Fax Number: 916-290-0926
Website:

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