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AISA INTERNATIONAL
Legal name: AISA FINANCIAL PLANNING LTD
CRD 172777File 801-80308
APPROVED
Retail clients
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$126.5M
Bottom 25% of cohort (national)
Discretionary AUM
$19.8M
Non-discretionary $106.6M
Clients
242
236 accounts
Employees
8
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Jan 14, 2015
- Principal office
- UNIT 5, THE GRAIN STORE, MANOR FARM COATE, DEVIZES, SN10 3LP
- Phone
- 0044-1672-569966
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $126.5M
- Discretionary AUM
- $19.8M
- Non-discretionary AUM
- $106.6M
- Discretionary accounts
- 19
- Non-discretionary accounts
- 217
- Total accounts
- 236
- AUM per client
- $523K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 13 | $19.8M |
| Individuals (other than high net worth individuals) | 229 | $106.6M |
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 other
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 7 | 8 | increased by1 |
| Apr 1, 2026 | AUM | $113,436,219 | $126,458,697 | increased by$13,022,478 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 6 | 7 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 27 | 242 | increased by215 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $21,044,670 | $113,436,219 | increased by$92,391,549 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 27 | 236 | increased by209 |
| Mar 1, 2022 | Clients | 22 | 27 | increased by5 |
| Mar 1, 2022 | AUM | $17,846,428 | $21,044,670 | increased by$3,198,242 |
| Mar 1, 2022 | Accounts | 24 | 27 | increased by3 |
| 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 “AISA INTERNATIONAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“AISA INTERNATIONAL” 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.