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| Creative Planning LLC
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| CRD # | 105348 |
| SEC # | 801-18564 |
| CIK # | 0001540235, 0001850310, 0001977052 |
| AUM | $217.4 B (2025-05-22) |
| Employees | 1,428 (92% Investors, 0% Brokers) |
| Phone | 866-909-5148 |
| Address | 5454 W 110th Street Overland Park, KS 66211 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 2.1 | ||
| Microsoft Corp | 1.5 | ||
| Nvidia Corp | 1.5 | ||
| Global MOFY Metaverse Ltd | 1.0 | ||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | CAIS Private Equity Core II LP | [2023-11-07] | 55.0 | 29.4 |
| PE | CAIS Private Equity Core I LP | [2023-03-31] | 331.5 | 63.1 |
| PE | Lenox Blue Chip LLC | [2016-01-04] | 8.8 | 0.8 |
| PE | Lenox HPE LLC | [2016-01-04] | 21.2 | 5.8 |
| PE | Lenox PE Fund I LLC | [2016-01-04] | 11.2 | 2.4 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 41,774 | 17.5 |
| (b) Individuals (high net worth individuals) | 30,632 | 118.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 0.1 |
| (g) Pension and profit sharing plans | 10,133 | 71.4 |
| (h) Charitable organizations | 396 | 2.6 |
| (i) State or municipal government entities | 177 | 2.1 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1,744 | 5.4 |
| (n) Other | 0 | 0.0 |
| Total | 269,686 | 217.4 |
| By Discretionary | ||
| Discretionary | 267,081 | 214.6 |
| Non-Discretionary | 2,605 | 2.8 |
| Total | 269,686 | 217.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 217.1 | |
| Total | 269,686 | 217.4 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Matthew Brown | 174 | ||
| Capital Integration Systems LLC | 126 | ||
| Jay Hummel | 7 | ||
| John Lame | 5 | ||
| S/B Creative Planning LLC | 2 | ||
| CAIS Private Equity Core II GP LLC | 1 | ||
| CAIS Private Equity Core I GP LLC | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001540235] | |
| SC 13G | [0001540235] | |
| D | [0001850310] | |
| 13F-NT | [0001977052] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Creative Planning | United States Antimony Corp | [2020-01-30] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Cerity Partners LLC
✚
|
NY | 122.8 |
|
New England Asset Management Inc
✚
|
CT | 103.2 |
|
Mariner LLC
✚
|
KS | 98.6 |
|
E Fund Management Hong Kong Co Limited
✚
|
12.5 | |
|
Bridges Investment Management Inc
✚
|
NE | 10.4 |
|
Soltis Investment Advisors LLC
✚
|
UT | 8.4 |
|
H M Payson & Co
✚
|
ME | 8.1 |
|
Laird Norton Wetherby Wealth Management LLC
✚
|
CA | 7.7 |
|
Evergreen Capital Management LLC
✚
|
WA | 5.2 |
|
Trillium Asset Management LLC
✚
|
MA | 5.0 |