Cantlon Financial Planning LLC
● SEC registered since 2025CRD 106622SEC# 801-132223
Reg. AUM
$125.1M
Employees
3
Accounts
267
Location
—
Cantlon Financial Planning LLC assets under management
Cantlon Financial Planning LLC operates as an SEC-registered investment adviser. The firm has been registered since 2025. It reports $125.1 million in regulatory assets under management and employs 3 people.
Cantlon Financial Planning LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael Francis Cantlon Control | Owner | 10-25% | 1983 |
| Robert Thomas Gephart Control | Owner -Chief Compliance Officer | 25-50% | 2015 |
| Thomas Edward Guyett Control | Owner | 25-50% | 2005 |
Frequently asked questions
How much does Cantlon Financial Planning LLC manage?
Cantlon Financial Planning LLC reports $125.1 million in regulatory assets under management on its Form ADV.
How many employees does Cantlon Financial Planning LLC have?
Cantlon Financial Planning LLC reports 3 employees.
Does Cantlon Financial Planning LLC disclose fund performance?
Cantlon Financial Planning LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 630-584-4508 |
| Office hours | 8:30a.m.-4:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$125.1M▲ 11%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 88%
Larger than 12% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$125.1Mregulatory AUM
Discretionary $125.1M