Capital Planning Advisors, LLC

Entity
Company
Business address
1420 Rocky Ridge Drive, Suite 140, 95661 Roseville, CA
Phone
(916) 286 7650
State of incorporation
CA
Fiscal year end
December 31
Signature 13F
Lawrence Hansen - Chief Compliance Officer
All SEC filings
View on sec.gov
Capital Planning Advisors, LLC has filed 45 SEC EDGAR filings since 2/5/2015

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
N-PX Open Document Open Filing Aug 14, 2025 Jun 30, 2025 028-16407
13F-HR Open Document Open Filing Aug 14, 2025 Jun 30, 2025 028-16407
13F-HR Open Document Open Filing May 12, 2025 Mar 31, 2025 028-16407
13F-HR Open Document Open Filing Jan 17, 2025 Dec 31, 2024 028-16407
13F-HR Open Document Open Filing Nov 12, 2024 Sep 30, 2024 028-16407
N-PX Open Document Open Filing Aug 26, 2024 Jun 30, 2024 028-16407
13F-HR Open Document Open Filing Aug 12, 2024 Jun 30, 2024 028-16407
13F-HR Open Document Open Filing May 15, 2024 Mar 31, 2024 028-16407
13F-HR Open Document Open Filing Feb 12, 2024 Dec 31, 2023 028-16407
13F-HR Open Document Open Filing Oct 30, 2023 Sep 30, 2023 028-16407
13F-HR Open Document Open Filing Aug 1, 2023 Jun 30, 2023 028-16407
13F-HR Open Document Open Filing May 15, 2023 Mar 31, 2023 028-16407
13F-HR Open Document Open Filing Feb 10, 2023 Dec 31, 2022 028-16407
13F-HR Open Document Open Filing Nov 14, 2022 Sep 30, 2022 028-16407
13F-HR Open Document Open Filing Aug 10, 2022 Jun 30, 2022 028-16407
13F-HR Open Document Open Filing May 10, 2022 Mar 31, 2022 028-16407
13F-HR Open Document Open Filing Feb 14, 2022 Dec 31, 2021 028-16407
13F-HR Open Document Open Filing Nov 9, 2021 Sep 30, 2021 028-16407
13F-HR Open Document Open Filing Aug 13, 2021 Jun 30, 2021 028-16407
13F-HR Open Document Open Filing Apr 30, 2021 Mar 31, 2021 028-16407
13F-HR Open Document Open Filing Feb 4, 2021 Dec 31, 2020 028-16407
13F-HR Open Document Open Filing Nov 12, 2020 Sep 30, 2020 028-16407
13F-HR Open Document Open Filing Aug 6, 2020 Jun 30, 2020 028-16407
13F-HR Open Document Open Filing May 11, 2020 Mar 31, 2020 028-16407
13F-HR Open Document Open Filing Feb 3, 2020 Dec 31, 2019 028-16407
13F-HR Open Document Open Filing Nov 5, 2019 Sep 30, 2019 028-16407
13F-HR Open Document Open Filing Aug 9, 2019 Jun 30, 2019 028-16407
13F-HR Open Document Open Filing May 14, 2019 Mar 31, 2019 028-16407
13F-HR Open Document Open Filing Feb 13, 2019 Dec 31, 2018 028-16407
13F-HR Open Document Open Filing Nov 14, 2018 Sep 30, 2018 028-16407
13F-HR Open Document Open Filing Aug 8, 2018 Jun 30, 2018 028-16407
13F-HR Open Document Open Filing May 15, 2018 Mar 31, 2018 028-16407
13F-HR Open Document Open Filing Feb 8, 2018 Dec 31, 2017 028-16407
13F-HR Open Document Open Filing Nov 9, 2017 Sep 30, 2017 028-16407
13F-HR Open Document Open Filing Aug 8, 2017 Jun 30, 2017 028-16407
13F-HR Open Document Open Filing May 12, 2017 Mar 31, 2017 028-16407
13F-HR Open Document Open Filing Feb 13, 2017 Dec 31, 2016 028-16407
13F-HR Open Document Open Filing Nov 8, 2016 Sep 30, 2016 028-16407
13F-HR Open Document Open Filing Jul 21, 2016 Jun 30, 2016 028-16407
13F-HR Open Document Open Filing May 4, 2016 Mar 31, 2016 028-16407
13F-HR Open Document Open Filing Jan 22, 2016 Dec 31, 2015 028-16407
13F-HR Open Document Open Filing Oct 20, 2015 Sep 30, 2015 028-16407
13F-HR Open Document Open Filing Jul 22, 2015 Jun 30, 2015 028-16407
13F-HR Open Document Open Filing May 11, 2015 Mar 31, 2015 028-16407
13F-HR Open Document Open Filing Feb 5, 2015 Dec 31, 2014 028-16407