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| Keyboard |
| CS Planning Corp
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|---|---|
| CRD # | 149937 |
| SEC # | 801-70381 |
| CIK # | |
| AUM | 1,960.9 M (2026-06-30) |
| Employees | 60 (82% Investors, 18% Brokers) |
| Phone | 503-292-5853 |
| Address | 3395 SW Garden View Ave Portland, OR 97225 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,649 | 886.5 |
| (b) Individuals (high net worth individuals) | 541 | 1,062.8 |
| (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 | 10 | 11.5 |
| (n) Other | 0 | 0.0 |
| Total | 9,340 | 1,960.9 |
| By Discretionary | ||
| Discretionary | 9,340 | 1,960.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 9,340 | 1,960.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,960.9 | |
| Total | 9,340 | 1,960.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 6 |
| Serves | Retail |
| Related Firms | State | AUM |
|---|---|---|
|
CS Planning Corp
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|
OR | 1,960.9 M |
|
The H Group Inc
✚
|
OR |
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|---|---|---|
|
Capwealth Advisors LLC
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|
TN | 2,030.8 M |
|
Keebeck Partners LLC
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|
IL | 2,027.9 M |
|
Unison Advisors LLC
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|
RI | 2,021.0 M |
|
Blackhill Capital Inc
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|
NJ | 2,001.2 M |
|
Naples Global Advisors LLC
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|
FL | 1,996.8 M |
|
HealthEquity Advisors LLC
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|
UT | 1,994.9 M |
|
Trumbower Financial Advisors LLC
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|
MD | 1,984.7 M |
|
Diversified Portfolios Inc
✚
|
MI | 1,935.6 M |
|
Terry McDaniel & Company
✚
|
TX | 1,921.0 M |
|
Modell Capital Management LLC
✚
|
MI | 1,884.2 M |