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CREATIVE PLANNING
Legal name: CREATIVE PLANNING, LLC
CRD 105348File 801-18564
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jul 10, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$295.57B
Top 10% of cohort (national)
Discretionary AUM
$291.93B
Non-discretionary $3.64B
Clients
100,298
320,323 accounts
Employees
1,650
Top 10% of cohort in KS
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Mar 18, 1983
- Principal office
- 5454 W. 110TH STREET, OVERLAND PARK, KS, 66211
- Phone
- (866) 909-5148
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $295.57B
- Discretionary AUM
- $291.93B
- Non-discretionary AUM
- $3.64B
- Discretionary accounts
- 317,512
- Non-discretionary accounts
- 2,811
- Total accounts
- 320,323
- AUM per client
- $2.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 1,847 | $7.13B |
| Charitable organizations | 335 | $4.14B |
| High net worth individuals | 39,511 | $164.44B |
| Pooled investment vehicles | 5 | $922.0M |
| Pension and profit sharing plans | 10,861 | $96.02B |
| State or municipal government entities | 199 | $3.39B |
| Individuals (other than high net worth individuals) | 47,540 | $19.52B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11
- Q11C2
- Q11C5
- Q11D4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.