SEC Form ADV · CIK 1540235

CREATIVE PLANNING

Registered Investment AdviserKSPrivate Equity
$295.6B
Assets Under Management
320,323
Total Clients
Get LP Contact Details

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

Client Types

$1 billion - $10 billion

Investment Strategies

Private Equity

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.