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1985 Jim Kelley joined our firm and applied his uncommon analytical skills to expanding our investment and wealth planning capabilities.
1990 Capital Planning was selected and hired by The Boeing Company to provide wealth management workshops for their executives in Seattle, Washington; Wichita, Kansas; Huntsville, Alabama; and Philadelphia, Pennsylvania.
1991 Capital Planning formed a joint venture with Boeing Employees Credit Union, the largest financial cooperative in Washington State.
2004 Capital Planning developed a family legacy consulting service based on industry best-practice principles.
2013 The business owner "MAST" (Mergers, Acquisitions, and Strategic Transitions) educational lunches were launched.
2014 Capital Planning launched Knowledge Products for Boeing executives and managers.
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| Company name | Founded date | Revenue | Employee size | Job openings |
|---|---|---|---|---|
| Associated Asset Management | 1990 | $110.0M | 400 | 43 |
| Capital Consulting | 1986 | $640,000 | 50 | - |
| Advanced Group | 1988 | $9.2M | 83 | 11 |
| America Works of NY | 1984 | $110,000 | 1 | 32 |
| Richard | 1978 | $120.0M | 750 | 58 |
| Advanced Resources | - | $21.4M | 390 | - |
| Bab | 2000 | $2.2M | 13 | - |
| Manufacture Alabama | 2002 | $5.0M | 5 | - |
| NRI | 1967 | $160.0M | 2,740 | 78 |
| Careerlink, Inc. | - | $380,000 | 10 | - |
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Capital Consultants Management may also be known as or be related to CAPITAL CONSULTANTS MANAGEME and Capital Consultants Management Corporation.