Comprehensive Financial Planning Inc
● SEC registered since 1988CRD 109822SEC# 801-31935Oklahoma City, OK
Reg. AUM
$176M
Employees
2
Accounts
328
Location
Oklahoma City, OK
Comprehensive Financial Planning Inc assets under management
Comprehensive Financial Planning Inc operates as an SEC-registered investment adviser based in Oklahoma City, OK. The firm has been registered since 1988. It reports $176 million in regulatory assets under management and employs 2 people.
Comprehensive Financial Planning Inc owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Karl Evans Control | President/Chief Compliance Officer | Over 75% | 1990 |
Frequently asked questions
How much does Comprehensive Financial Planning Inc manage?
Comprehensive Financial Planning Inc reports $176 million in regulatory assets under management on its Form ADV.
How many employees does Comprehensive Financial Planning Inc have?
Comprehensive Financial Planning Inc reports 2 employees.
Where is Comprehensive Financial Planning Inc located?
Comprehensive Financial Planning Inc is based in Oklahoma City, OK and has been SEC-registered since 1988.
Does Comprehensive Financial Planning Inc disclose fund performance?
Comprehensive Financial Planning Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2919 United Founders Blvd., Oklahoma City, OK 73112 |
| Phone | 405-879-1117 |
| Fax | 405-848-2079 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$176M▼ 4%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 79%
Larger than 21% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$176Mregulatory AUM
Discretionary $0Non-discretionary $176M