Strategic Planning Group, LLC
● SEC registered since 2018CRD 113844SEC# 801-112440Bountiful, UT
Reg. AUM
$910.3M
Employees
20
Accounts
4,663
Location
Bountiful, UT
Strategic Planning Group, LLC assets under management
Strategic Planning Group, LLC is an SEC-registered investment adviser based in Bountiful, UT. The firm has been registered since 2018. It reports $910.3 million in regulatory assets under management and employs 20 people.
Strategic Planning Group, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ryan Eugene Craner Control | Managing Member | Over 75% | 1999 |
| William Jeffrey Draper Control | Chief Compliance Officer | Under 5% | 2021 |
Frequently asked questions
How much does Strategic Planning Group, LLC manage?
Strategic Planning Group, LLC reports $910.3 million in regulatory assets under management on its Form ADV.
How many employees does Strategic Planning Group, LLC have?
Strategic Planning Group, LLC reports 20 employees.
Where is Strategic Planning Group, LLC located?
Strategic Planning Group, LLC is based in Bountiful, UT and has been SEC-registered since 2018.
Does Strategic Planning Group, LLC disclose fund performance?
Strategic Planning Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 190 South Main Street, Bountiful, UT 84010 |
| Phone | 801-627-2200 |
| Fax | 801-627-2205 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| CIK | 1875525 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$910.3M▲ 38%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 35%
Larger than 65% of 16,271 advisers
EmployeesTop 24%
More than 76% of 16,825 advisers
Assets under management
$910.3Mregulatory AUM
Discretionary $910.3M