Cs Planning Corp
● SEC registered since 2009CRD 149937SEC# 801-70381Portland, OR
Reg. AUM
$1.96B
Employees
60
Accounts
9,340
Location
Portland, OR
Cs Planning Corp assets under management
Cs Planning Corp is an investment advisory firm registered with the SEC based in Portland, OR. The firm has been registered since 2009. It reports $2 billion in regulatory assets under management and employs 60 people.
Cs Planning Corp owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Keil Hicks Control | President And Chief Compliance Officer | Over 75% | 2008 |
Frequently asked questions
How much does Cs Planning Corp manage?
Cs Planning Corp reports $2 billion in regulatory assets under management on its Form ADV.
How many employees does Cs Planning Corp have?
Cs Planning Corp reports 60 employees.
Where is Cs Planning Corp located?
Cs Planning Corp is based in Portland, OR and has been SEC-registered since 2009.
Does Cs Planning Corp disclose fund performance?
Cs Planning Corp is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3395 SW Garden View Ave, Portland, OR 97225 |
| Phone | 503-292-5853 |
| Fax | 503-292-5863 |
| Office hours | 8 a.m. To 5 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.96B▲ 105%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 23%
Larger than 77% of 16,271 advisers
EmployeesTop 11%
More than 89% of 16,825 advisers
Assets under management
$1.96Bregulatory AUM
Discretionary $1.96B