Core Planning, LLC
● SEC registered since 2025CRD 154660SEC# 801-131950Ofallon, MO
Reg. AUM
$525M
Employees
65
Accounts
1,005
Location
Ofallon, MO
Core Planning, LLC assets under management
Core Planning, LLC is an SEC-registered investment adviser based in Ofallon, MO. The firm has been registered since 2025. It reports $525 million in regulatory assets under management and employs 65 people.
Core Planning, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Guy Michael Penn Control | Cco | Over 75% | 2010 |
Frequently asked questions
How much does Core Planning, LLC manage?
Core Planning, LLC reports $525 million in regulatory assets under management on its Form ADV.
How many employees does Core Planning, LLC have?
Core Planning, LLC reports 65 employees.
Where is Core Planning, LLC located?
Core Planning, LLC is based in Ofallon, MO and has been SEC-registered since 2025.
Does Core Planning, LLC disclose fund performance?
Core Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 706 N Main St, Ofallon, MO 63366 |
| Phone | 636-734-7507 |
| Office hours | By Appointment Only |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$525M▲ 743%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 47%
Larger than 53% of 16,271 advisers
EmployeesTop 10%
More than 90% of 16,825 advisers
Assets under management
$525Mregulatory AUM
Discretionary $500.4MNon-discretionary $24.6M