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Products & Services
About CAP Planning
CAP Planning is listed as a company employing 6-10 people, reporting $1M-$5M in annual revenue, classified under Portfolio Management and Investment Advice, based in Dallas, Texas, United States and operating in Financial Services.
Its primary NAICS classification is 523940 (Portfolio Management and Investment Advice). CAP Planning is one of 387,217 Financial companies listed in Texas.
Business Contact Information
- Phone
- +1 (214) 4403909
- Website
- caplanning.net
- Address
- 5001 Spring Valley Rd, Dallas, Texas, 75244, United States
Industry & Classification
- Industry
- Financial
- Sector
- Finance
- Segment
- Financial Services
NAICS Codes
- 52Finance and Insurance
- 5239Other Financial Investment Activities
- 523940Portfolio Management and Investment Advice
SIC Codes
- 62Security And Commodity Brokers, Dealers, Exchanges, And Services
- 628Services Allied With The Exchange Of Securities
- 6282Investment Advice
Company Details
- Employees
- 9 (6-10)
- Annual Revenue
- $2.2M ($1M-$5M)
CAP Planning: frequently asked questions
What does CAP Planning do?
CAP Planning is listed as a company employing 6-10 people, reporting $1M-$5M in annual revenue, classified under Portfolio Management and Investment Advice, based in Dallas, Texas, United States and operating in Financial Services.
Where is CAP Planning located?
CAP Planning is headquartered at 5001 Spring Valley Rd, Dallas, Texas, 75244, United States.
How many employees does CAP Planning have?
CAP Planning has about 9 employees (the 6-10 range).
What is CAP Planning's annual revenue?
CAP Planning's annual revenue is estimated at $2.2M (the $1M-$5M range).
What industry is CAP Planning in?
CAP Planning is in the Financial / Finance industry, and its primary NAICS code is 523940 (Portfolio Management and Investment Advice).
How can I contact CAP Planning?
Its website is caplanning.net and its phone number is +1 (214) 4403909.
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Manufacturing sales in Texas, 2026
In Texas, Factur's 2026 study counted 76 manufacturing quotes worth $23.7M and 13 purchase orders over 12 months: 17% of quotes became orders, against 21% nationally. See the Texas data.
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