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CS PLANNING CORP
CRD 149937File 801-70381
APPROVED
Retail clients
Custody
Filing as of Jun 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.96B
Top 25% of cohort (national)
Discretionary AUM
$1.96B
Clients
4,200
9,340 accounts
Employees
60
Top 25% of cohort in OR
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jul 10, 2009
- Principal office
- 3395 SW GARDEN VIEW AVE, PORTLAND, OR, 97225
- Phone
- 503-292-5853
- Website
- https://www.mpaccg.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.96B
- Discretionary AUM
- $1.96B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 9,340
- Non-discretionary accounts
- 0
- Total accounts
- 9,340
- AUM per client
- $467K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 10 | $11.5M |
| High net worth individuals | 541 | $1.06B |
| Individuals (other than high net worth individuals) | 3,649 | $886.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- 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
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 2,819 | 4,200 | increased by1,381 |
| Apr 1, 2026 | AUM | $1,266,223,484 | $1,960,873,373 | increased by$694,649,889 |
| Apr 1, 2026 | Accounts | 6,132 | 9,340 | increased by3,208 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 59 | 60 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 28 | 59 | increased by31 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 533 | 2,819 | increased by2,286 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $517,509,647 | $1,266,223,484 | increased by$748,713,837 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,131 | 6,132 | increased by4,001 |
| Apr 1, 2022 | Employees | 20 | 28 | increased by8 |
| Apr 1, 2022 | Clients | 917 | 533 | decreased by384 |
| Apr 1, 2022 | AUM | $347,955,098 | $517,509,647 | increased by$169,554,549 |
| Apr 1, 2022 | Accounts | 13,361 | 2,131 | decreased by11,230 |
| 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 “CS PLANNING” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CS 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.