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| Keyboard |
| Comprehensive Financial Planning Corporation
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|---|---|
| CRD # | 107549 |
| SEC # | 801-112136 |
| CIK # | 0001287075 |
| AUM | 263.9 M (2026-03-27) |
| Employees | 4 (75% Investors, 75% Brokers) |
| Phone | 804-285-7010 |
| Address | 4205 Dover Road Richmond, VA 23221 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 160 | 145.6 |
| (b) Individuals (high net worth individuals) | 14 | 118.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 841 | 263.9 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 841 | 263.9 |
| Total | 841 | 263.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 263.9 | |
| Total | 841 | 263.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| SC 13G | [0001287075] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Garnett Advisors LLC
✚
|
TX | 265.7 M |
|
Thinagee Investments Inc
✚
|
MD | 265.4 M |
|
Gordian Advisors LLC
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AZ | 265.2 M |
|
Birch Financial Group LLC
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NH | 264.7 M |
|
KRM Wealth Management LLC
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|
NV | 264.7 M |
|
WYZE Wealth Advisors LLC
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|
PA | 264.5 M |
|
Guidestream Financial Inc
✚
|
MI | 263.5 M |
|
JC Capital Advisors Group LLC
✚
|
CT | 263.0 M |
|
Mount Tamalpais Asset Management LLC
✚
|
CA | 262.5 M |
|
Pring/Turner Capital Group Inc
✚
|
CA | 262.1 M |