Commencement Financial Planning LLC
● SEC registered since 2026CRD 154056SEC# 801-135751
Reg. AUM
$121.7M
Employees
1
Accounts
206
Location
—
Commencement Financial Planning LLC assets under management
Commencement Financial Planning LLC is an SEC-registered investment adviser. The firm has been registered since 2026. It reports $121.7 million in regulatory assets under management and employs 1 people.
Commencement Financial Planning LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Troy Aaron Sapp Control | Cco, Ceo, Coo, Clo | Over 75% | 2010 |
Frequently asked questions
How much does Commencement Financial Planning LLC manage?
Commencement Financial Planning LLC reports $121.7 million in regulatory assets under management on its Form ADV.
How many employees does Commencement Financial Planning LLC have?
Commencement Financial Planning LLC reports 1 employees.
Does Commencement Financial Planning LLC disclose fund performance?
Commencement 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 | 253-820-6432 |
| Fax | 253-883-4042 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$121.7MNo change
Mar '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 89%
Larger than 11% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$121.7Mregulatory AUM
Discretionary $0Non-discretionary $121.7M