PPrivate Fund Data
Log in Join · $37/mo
CompaniesFundsPeopleRankingsScreener
Log in Join · $37/mo

Comprehensive Financial Planning Corporation

● SEC registered since 2017CRD 107549SEC# 801-112136Richmond, VA
Export (members)
Reg. AUM
$263.9M
Employees
4
Accounts
841
Location
Richmond, VA

Comprehensive Financial Planning Corporation assets under management

Comprehensive Financial Planning Corporation is an investment advisory firm registered with the SEC based in Richmond, VA. The firm has been registered since 2017. It reports $263.9 million in regulatory assets under management and employs 4 people.
www.highstonegroup.comView on SEC.gov ↗

Comprehensive Financial Planning Corporation owners & executives

3 reported
NameTitleOwnershipSince
Amy Hochstein ClarkSecretary / TreasurerUnder 5%2001
Justin Parker HochsteinVice - President, Chief Compliance OfficerUnder 5%2002
Ronald John Hochstein ControlPresident/Chief Financial OfficerOver 75%1993

Frequently asked questions

How much does Comprehensive Financial Planning Corporation manage?

Comprehensive Financial Planning Corporation reports $263.9 million in regulatory assets under management on its Form ADV.

How many employees does Comprehensive Financial Planning Corporation have?

Comprehensive Financial Planning Corporation reports 4 employees.

Where is Comprehensive Financial Planning Corporation located?

Comprehensive Financial Planning Corporation is based in Richmond, VA and has been SEC-registered since 2017.

Does Comprehensive Financial Planning Corporation disclose fund performance?

Comprehensive Financial Planning Corporation is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4205 Dover Road, Richmond, VA 23221
Phone804-285-7010
Fax804-285-7046
Office hours8:30 a.m. To 6:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Regulatory AUM

$263.9M▲ 9%
Mar '25 — $243MApr '25 — $243MMay '25 — $243MJun '25 — $243MJul '25 — $243MAug '25 — $243MSep '25 — $243MOct '25 — $243MNov '25 — $243MDec '25 — $243MJan '26 — $243MFeb '26 — $243MMar '26 — $263.9MApr '26 — $263.9MMay '26 — $263.9MJun '26 — $263.9M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 66%
Larger than 34% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers

Assets under management

$263.9Mregulatory AUM
Discretionary $0Non-discretionary $263.9M