Creative Planning Institutional Advisors, LLC
● SEC registered since 2005CRD 126777SEC# 801-64265Newport Beach, CA
Reg. AUM
$37.5B
Employees
195
Accounts
1,301
Location
Newport Beach, CA
Creative Planning Institutional Advisors, LLC assets under management
Creative Planning Institutional Advisors, LLC is an investment advisory firm registered with the SEC based in Newport Beach, CA. The firm has been registered since 2005. It reports $37.5 billion in regulatory assets under management and employs 195 people.
Creative Planning Institutional Advisors, LLC owners & executives
27 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Aq Sage Buyer, LLC Control | Direct Owner | Over 75% | 2020 |
| Jonathan Tyler Upham Control | President | Under 5% | 2015 |
| Karen Fischer Prange Control | Chief Compliance Officer | Under 5% | 2025 |
| Afsf IV Aiv a L.P. Control | Limited Partner | 50-75% | 2020 |
| Aq Sage Intermediate I, LLC Control | Member | Over 75% | 2020 |
| Aq Sage Intermediate II, LLC Control | Member | Over 75% | 2020 |
| Aq Sage Parent, L.P. Control | Limited Partner | Over 75% | 2020 |
| Cpi Holdco a, LLC Control | Sole Member | Over 75% | 2020 |
| Cpi Holdco B, LLC Control | Sole Member | Over 75% | 2025 |
| Creative Planning (cpi) Holdco, Inc Control | Member | 50-75% | 2020 |
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Join to unlock · $37/moFrequently asked questions
How much does Creative Planning Institutional Advisors, LLC manage?
Creative Planning Institutional Advisors, LLC reports $37.5 billion in regulatory assets under management on its Form ADV.
How many employees does Creative Planning Institutional Advisors, LLC have?
Creative Planning Institutional Advisors, LLC reports 195 employees.
Where is Creative Planning Institutional Advisors, LLC located?
Creative Planning Institutional Advisors, LLC is based in Newport Beach, CA and has been SEC-registered since 2005.
Does Creative Planning Institutional Advisors, LLC disclose fund performance?
Creative Planning Institutional Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4000 MacArthur Blvd., Suite 1050, Newport Beach, CA 92660 |
| Phone | 800-814-8742 |
| Fax | 949-955-1991 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1914558 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$37.5B▲ 157109%
Mar '25Form ADV, monthlyAug '26
How this firm compares
Regulatory AUMTop 3%
Larger than 97% of 16,340 advisers
EmployeesTop 4%
More than 96% of 16,820 advisers
Assets under management
$37.5Bregulatory AUM
Discretionary $37.5B