Superior Planning, LLC
● SEC registered since 2024CRD 130711SEC# 801-131301San Diego, CA
Reg. AUM
$349.6M
Employees
12
Accounts
1,059
Location
San Diego, CA
Superior Planning, LLC assets under management
Superior Planning, LLC is a registered investment adviser overseen by the SEC based in San Diego, CA. The firm has been registered since 2024. It reports $349.6 million in regulatory assets under management and employs 12 people.
Superior Planning, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Constantine Andrew Pelos Control | Chief Compliance Officer | Under 5% | 2024 |
| James Christian Gates Control | Principal | 25-50% | 2024 |
| Joseph Scott Bauers Control | Chief Executive Officer And Principal | 25-50% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does Superior Planning, LLC manage?
Superior Planning, LLC reports $349.6 million in regulatory assets under management on its Form ADV.
How many employees does Superior Planning, LLC have?
Superior Planning, LLC reports 12 employees.
Where is Superior Planning, LLC located?
Superior Planning, LLC is based in San Diego, CA and has been SEC-registered since 2024.
Does Superior Planning, LLC disclose fund performance?
Superior Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 10085 Carroll Canyon Road, Suite 150, San Diego, CA 92131 |
| Phone | 858-546-1046 |
| Fax | 858-546-8334 |
| Office hours | 8a.m. - 4:30p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$349.6M▲ 232%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 58%
Larger than 42% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$349.6Mregulatory AUM
Discretionary $349.6M