← Directory
CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC
CRD 126777File 801-64265
APPROVED
Retail clients
Disclosure events
Filing as of Aug 25, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$37.50B
Top 10% of cohort (national)
Discretionary AUM
$37.50B
Clients
915
1,301 accounts
Employees
195
Top 10% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- May 31, 2005
- Principal office
- 4000 MACARTHUR BLVD., SUITE 1050, NEWPORT BEACH, CA, 92660
- Phone
- 800-814-8742
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $37.50B
- Discretionary AUM
- $37.50B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,301
- Non-discretionary accounts
- 0
- Total accounts
- 1,301
- AUM per client
- $41.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 9 | $35.9M |
| High net worth individuals | 95 | $468.7M |
| Pension and profit sharing plans | 668 | $35.63B |
| State or municipal government entities | 19 | $1.31B |
| Individuals (other than high net worth individuals) | 124 | $54.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11C2
- Q11C5
- Q11D4
- Q11H2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 248 | 195 | decreased by53 |
| Apr 1, 2026 | Custody | Yes | No | |
| Apr 1, 2026 | Clients | 7,497 | 915 | decreased by6,582 |
| Apr 1, 2026 | AUM | $238,552,018,915 | $37,502,470,791 | decreased by$201,049,548,124 |
| Apr 1, 2026 | Accounts | 13,295 | 1,301 | decreased by11,994 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 195 | 248 | increased by53 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 2,701 | 7,497 | increased by4,796 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $176,336,258,193 | $238,552,018,915 | increased by$62,215,760,722 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 4,270 | 13,295 | increased by9,025 |
| Apr 1, 2022 | Employees | 129 | 195 | increased by66 |
| Apr 1, 2022 | Clients | 2,130 | 2,701 | increased by571 |
| Apr 1, 2022 | AUM | $133,658,889,053 | $176,336,258,193 | increased by$42,677,369,140 |
| Apr 1, 2022 | Accounts | 3,580 | 4,270 | increased by690 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CREATIVE PLANNING” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CREATIVE PLANNING” may also match similarly-named firms). Confirm identity against each filing.
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.