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TC

Terry K. Chiu

CAPITAL PLANNING ADVISORS
Roseville, CA 95661
Some features on this profile are disabled
CRD#: 6459635
TC

Professional summary

Terry Kin Chiu, CFA, CFP® is a registered financial advisor currently at CAPITAL PLANNING ADVISORS LLC located in Roseville, California and BEDELL FRAZIER INVESTMENT COUNSELLING, LLC. located in Walnut Creek, California.

Terry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Terry has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Terry Kin Chiu's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFA

Chartered Financial Analyst

CFP®

Certified Financial Planner

Start date: 1998

Experience

Current

March 4, 2015 - Present

CAPITAL PLANNING ADVISORS LLC

Office #1: 1420 Rocky Ridge Drive #140, Roseville, CA 95661
RIA
CRD#: 170266
Roseville, CA
Current

March 4, 2026 - Present

BEDELL FRAZIER INVESTMENT COUNSELLING, LLC.

Office #1: 1990 North California Blvd. 8th Floor, Walnut Creek, CA 94596
RIA
CRD#: 107326
Walnut Creek, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CP
CAPITAL PLANNING ADVISORS LLC
CAPITAL PLANNING ADVISORS LLC

CRD#: 170266 / SEC#: 801-79170

RIA
Registered Investment Advisory firm - (2/28/2014 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(3/4/2015)

Exams

Current Firm

CP
CAPITAL PLANNING ADVISORS LLC
CAPITAL PLANNING ADVISORS LLC

CRD#: 170266 / SEC#: 801-79170

RIA
Registered Investment Advisory firm - (2/28/2014 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
1420 Rocky Ridge Drive #140, Roseville, CA 95661
Mailing Address
Phone number
(916) 286-7650
Established
Firm type
Fiscal year end
# of Employees
10

SEC notice filing (6 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CAPITAL PLANNING ADVISORS LLC 1-30-14 (7/28/2025)

Regulatory assets under management

Total Number of Accounts1,144
AUM (Assets Under Management)$ 1,376,377,609

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

CAPITAL PLANNING ADVISORS LLC

CRD#: 170266Roseville, CA 95661

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