Strategic Planning, Inc.
● SEC registered since 2017CRD 139648SEC# 801-110105Columbus, OH
Reg. AUM
$376.6M
Employees
4
Accounts
1,156
Location
Columbus, OH
Strategic Planning, Inc. assets under management
Strategic Planning, Inc. is an SEC-registered investment adviser based in Columbus, OH. The firm has been registered since 2017. It reports $376.6 million in regulatory assets under management and employs 4 people.
Strategic Planning, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Candy Johnson Palugi | Chief Compliance Officer | Under 5% | 2026 |
| Sean Gavin Edgell | Operations | Under 5% | 2019 |
| Stanley Ray Edgell Control | President | Over 75% | 1999 |
Frequently asked questions
How much does Strategic Planning, Inc. manage?
Strategic Planning, Inc. reports $376.6 million in regulatory assets under management on its Form ADV.
How many employees does Strategic Planning, Inc. have?
Strategic Planning, Inc. reports 4 employees.
Where is Strategic Planning, Inc. located?
Strategic Planning, Inc. is based in Columbus, OH and has been SEC-registered since 2017.
Does Strategic Planning, Inc. disclose fund performance?
Strategic Planning, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7730 Olentangy River Road, Columbus, OH 43235 |
| Phone | 614-802-0170 |
| Fax | 614-802-0171 |
| Office hours | 7:30 a.m. - 4:30 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$376.6M▲ 16%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 56%
Larger than 44% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$376.6Mregulatory AUM
Discretionary $376.6M