The CREATIVE PLANNING GROUP is a publicly held investment adviser that advises $321.3Bn in regulatory assets under management held in 1 SEC fund types across 2 investment strategies. CREATIVE PLANNING GROUP is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 203.95% over the last 5-years.
The Group has been registered with the SEC for 43.4 years and is comprised of 3 filing and 0 relying advisers. They operate out of 164 office locations with their Headquarters at 5454 W. 110TH STREET, OVERLAND PARK, KANSAS. The Group has been subject to regulatory enforcement actions. They are regulated by 3 US and Non-US bodies.
They have 1,952 employees comprised of 1,709 investment and 243 non-investment staff. The total number of Employees increased by 37.46% over the last 5-years.
Their $321.3Bn in assets advised are owned by 5 private funds, 0 public funds and BDCs and 13,915 other accounts. Assets of High Net Worth Individuals clients own $176.55Bn or 54.95% of Total Assets and Pension and Profit Sharing Plans-Private own $97.18Bn or 30.25% of Total Assets.
The Group's top investment strategies include Traditional LBO and Multi Strat, representing 99.89% and 0.11% of total assets, respectively.
They advise 8 types of clients, top clients are High Net Worth Individuals and Pension and Profit Sharing Plans-Private.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 2 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 3 private funds with $13.15mn in assets.
The Group discloses advisory fees, fixed fees, management fees and performance-based fees.
CREATIVE PLANNING GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.