Welcome to LPL
Account View

Caplan Capital Management, Inc.  offers Strategic Wealth Management (SWM) clients secure online access through LPL Account View.  The following account information is available for viewing:

  • Account Balances and Activity

  • Account Asset Allocation and Values (over specific time periods)

  • Account Positions and Transactions

  • Account Documents and Statements


Please click the button above to login and access your reports.

If you are unable to login, please contact us at 732.249.8600.

Caplan Capital Management, Inc., a wealth management firm is located in the heart of Middlesex County New Jersey

Main Office:

24 North Third Avenue

Suite 201

Highland Park, NJ 08904

Satellite Office:

1 University Plaza Drive

Suite 120

Hackensack, NJ 07601


(732) 249-8600

Investment advice offered through Atlas Private Wealth Alliance, LLC, a Registered Investment Advisor.