F5 Financial Planning, L.L.C.
● SEC registered since 2021CRD 170674SEC# 801-122310
Reg. AUM
$168.7M
Employees
3
Accounts
592
Location
—
F5 Financial Planning, L.L.C. assets under management
F5 Financial Planning, L.L.C. operates as an SEC-registered investment adviser. The firm has been registered since 2021. It reports $168.7 million in regulatory assets under management and employs 3 people.
F5 Financial Planning, L.L.C. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Curtis Louis Stowers Control | Principal & Chief Compliance Officer | 50-75% | 2011 |
| Joshua Scott Duncan | Partner | 25-50% | 2020 |
Frequently asked questions
How much does F5 Financial Planning, L.L.C. manage?
F5 Financial Planning, L.L.C. reports $168.7 million in regulatory assets under management on its Form ADV.
How many employees does F5 Financial Planning, L.L.C. have?
F5 Financial Planning, L.L.C. reports 3 employees.
Does F5 Financial Planning, L.L.C. disclose fund performance?
F5 Financial Planning, L.L.C. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 309-370-5577 |
| Fax | 630-857-3093 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$168.7M▲ 25%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 80%
Larger than 20% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$168.7Mregulatory AUM
Discretionary $165.2MNon-discretionary $3.5M