Lifeplan Investment Advisors, Inc
● SEC registered since 2021CRD 144157SEC# 801-122570Raleigh, NC
Reg. AUM
$326M
Employees
9
Accounts
1,083
Location
Raleigh, NC
Lifeplan Investment Advisors, Inc assets under management
Lifeplan Investment Advisors, Inc is an investment advisory firm registered with the SEC based in Raleigh, NC. The firm has been registered since 2021. It reports $326 million in regulatory assets under management and employs 9 people.
Lifeplan Investment Advisors, Inc owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alex Paul Sutherland Control | Owner And Chief Compliance Officer | Over 75% | 2017 |
| Kenneth Allan Sutherland Control | Owner And Secretary | 5-10% | 2007 |
Frequently asked questions
How much does Lifeplan Investment Advisors, Inc manage?
Lifeplan Investment Advisors, Inc reports $326 million in regulatory assets under management on its Form ADV.
How many employees does Lifeplan Investment Advisors, Inc have?
Lifeplan Investment Advisors, Inc reports 9 employees.
Where is Lifeplan Investment Advisors, Inc located?
Lifeplan Investment Advisors, Inc is based in Raleigh, NC and has been SEC-registered since 2021.
Does Lifeplan Investment Advisors, Inc disclose fund performance?
Lifeplan Investment Advisors, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7201 Creedmoor Rd., Suite 147, Raleigh, NC 27613 |
| Phone | 919-858-6119 |
| Fax | 919-729-5006 |
| Office hours | 9 - 4 |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$326M▲ 37%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 60%
Larger than 40% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$326Mregulatory AUM
Discretionary $326M