CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC

CRD 126777File 801-64265

APPROVED

Retail clients

Disclosure events

Filing as of Aug 5, 2026

Feed vintage Aug 17, 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
Website: HTTPS://FACEBOOK.COM/SAGEVIEWADVISORYGROUP

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, 5G

Compensation

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
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.