Charles Dustin Capasso
Investment adviser representative at Capasso Planning Partners LLC
13 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$274.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Summit Financial, LLCJul 2024 to now
- Capasso Planning Partners LLCJan 2018 to now
- Lake Tahoe Wealth Management, LLCDec 2013 to Jun 2018
- Ltwm IncNov 2013 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 3 states (GA, SC, TX).
Capasso Planning Partners LLC
$274.2MAssets managed
358Clients
2Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5319437
- Firm CRD
- 294673