Creative Planning, LLC
● SEC registered since 1983CRD 105348SEC# 801-18564Overland Park, KS
Ranks #52 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$295.57B
Fund GAV
$197.4M
Private funds
5
Employees
1,650
Accounts
320,323
Location
Overland Park, KS
Creative Planning, LLC assets under management
Creative Planning, LLC is an SEC-registered investment adviser based in Overland Park, KS. The firm has been registered since 1983. It reports $295.6 billion in regulatory assets under management and employs 1,650 people. Creative Planning, LLC manages 5 private funds with combined gross assets of $197.4 million, including Cais Private Equity Core I, L.P. By regulatory assets, it ranks 52 of 6,004 private fund managers.
Creative Planning, LLC private funds
5 funds · $197.4M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Cais Private Equity Core I, L.P. | Private Equity | $122M | $250K |
| Cais Private Equity Core II, L.P. | Private Equity | $62.3M | $250K |
| Lenox Hpe, LLC | Private Equity | $11.2M | $350K |
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Join to unlock · $37/moCreative Planning, LLC owners & executives
28 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Chatten Walker Scruggs Control | Chief Technology Officer | Under 5% | 2017 |
| Cpi Holdco B, LLC Control | Sole Member | Over 75% | 2020 |
| David John Kaye Control | Chief Financial Officer | Under 5% | 2020 |
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Join to unlock · $37/moFrequently asked questions
How much does Creative Planning, LLC manage?
Creative Planning, LLC reports $295.6 billion in regulatory assets under management on its Form ADV.
How many private funds does Creative Planning, LLC manage?
Creative Planning, LLC manages 5 private funds with combined gross assets of $197.4 million.
How many employees does Creative Planning, LLC have?
Creative Planning, LLC reports 1,650 employees.
Where is Creative Planning, LLC located?
Creative Planning, LLC is based in Overland Park, KS and has been SEC-registered since 1983.
Does Creative Planning, LLC disclose fund performance?
Creative Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5454 W. 110th Street, Overland Park, KS 66211 |
| Phone | (866) 909-5148 |
| Fax | (888) 243-9402 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| CIK | 1540235 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$295.57B▲ 1359467%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 1%
Larger than 99% of 16,271 advisers
AUM vs fund managersTop 1%
Larger than 99% of 6,004 private-fund managers
Number of fundsTop 40%
More funds than 60% of fund managers
EmployeesTop 1%
More than 99% of 16,825 advisers
Assets under management
$295.57Bregulatory AUM
Discretionary $291.93BNon-discretionary $3.64B