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GAME PLAN FINANCIAL ADVISORS, LLC
CRD 147608File 801-112290
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 18, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$254.7M
Below cohort median (national)
Discretionary AUM
$254.7M
Clients
205
515 accounts
Employees
5
Below cohort median in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jan 31, 2018
- Principal office
- 26600 DETROIT ROAD, SUITE 270, WESTLAKE, OH, OH, 44145
- Phone
- 440-209-6480
- Website
- HTTP://WWW.GAMEPLANFA.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $254.7M
- Discretionary AUM
- $254.7M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 515
- Non-discretionary accounts
- 0
- Total accounts
- 515
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 11 | $4.9M |
| Charitable organizations | 9 | $22.2M |
| High net worth individuals | 51 | $197.1M |
| Individuals (other than high net worth individuals) | 134 | $30.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- 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- Q11E4
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.