SEC Form ADV · CIK 1540235

CREATIVE PLANNING

Firm profile: Creative Planning — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserKSPrivate Equity

$295.6B

Assets Under Management

320,323

Total Clients

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Registration Details

CIK: 1540235
Accession: CRD-105348
Location: OVERLAND PARK, KS
Filing Date: March 31, 2026
AUM: $295.6B
Total Clients: 320,323
Amendment: No
SEC EDGAR: View original filing →

Client Types

$1 billion - $10 billion

Investment Strategies

Private Equity

Private Funds

5 private funds reported on Form ADV Schedule D 7.B.1, $197.4M in combined gross assets.

CAIS PRIVATE EQUITY CORE I, L.P.Private Equity Fund$122.0M
CAIS PRIVATE EQUITY CORE II, L.P.Private Equity Fund$62.3M
LENOX HPE, LLCPrivate Equity Fund$11.2M
LENOX PE FUND I, LLCPrivate Equity Fund$1.7M
LENOX BLUE CHIP, LLCPrivate Equity Fund$224K

About this Adviser

CREATIVE PLANNING is a registered investment adviser headquartered in OVERLAND PARK, KS, managing approximately $295.6B in assets across 320,323 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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