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| Happy Holidays!! thanks for using AUM13F!! |
| Consolidated Planning Corporation
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| CRD # | 111025 |
| SEC # | 801-11913 |
| CIK # | 0001805250 |
| AUM | $2.1 B (2025-05-20) |
| Employees | 36 (67% Investors, 78% Brokers) |
| Phone | 404-879-3000 |
| Address | 1475 Peachtree St NE Atlanta, GA 30309 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001805250 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Broadcom Inc | 19.1 | ||
| J P Morgan Chase & Co | 17.0 | ||
| Apple Inc | 12.9 | ||
| Motorola Inc | 11.1 | ||
| Wal Mart Stores Inc | 11.0 | ||
| Nvidia Corp | 10.7 | ||
| Home Depot Inc | 10.6 | ||
| Facebook Inc | 10.1 | ||
| Amazon Com Inc | 9.7 | ||
| Netflix Inc | 9.2 | ||
| Kinder Morgan Inc | 9.0 | ||
| AT&T Inc | 8.9 | ||
| Tyco International Ltd /Ber/ | 8.9 | ||
| Aflac Inc | 8.5 | ||
| Ingersoll-Rand PLC | 8.1 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,068 | 1.2 |
| (b) Individuals (high net worth individuals) | 107 | 0.7 |
| (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 | 11 | 0.0 |
| (h) Charitable organizations | 11 | 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 | 27 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 3,696 | 2.1 |
| By Discretionary | ||
| Discretionary | 3,369 | 1.8 |
| Non-Discretionary | 327 | 0.2 |
| Total | 3,696 | 2.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.1 | |
| Total | 3,696 | 2.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001805250] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Relyea Zuckerberg Hanson LLC
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|
CT | 2.1 |
|
Bristlecone Advisors LLC
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|
WA | 2.1 |
|
CornerStone Wealth Group LLC
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|
NC | 2.1 |
|
Pacific Income Advisers Inc
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|
CA | 2.1 |
|
Parsons Capital Management Inc
✚
|
RI | 2.1 |
|
LM Kohn & Company
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|
OH | 2.1 |
|
Meeder Advisory Services Inc
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|
OH | 2.1 |
|
Advocacy Wealth Management LLC
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|
GA | 2.1 |
|
Koss-Olinger Consulting LLC
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|
FL | 2.1 |
|
Diversified Enterprises LLC
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|
DE | 2.1 |