The Planning Project LLC
● SEC registered since 2021CRD 297658SEC# 801-122376The Woodlands, TX
Reg. AUM
$551.4M
Employees
12
Accounts
949
Location
The Woodlands, TX
The Planning Project LLC assets under management
The Planning Project LLC operates as an SEC-registered investment adviser based in The Woodlands, TX. The firm has been registered since 2021. It reports $551.4 million in regulatory assets under management and employs 12 people.
The Planning Project LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brady Allen Cox | Member | Under 5% | 2025 |
| Casey Alan Mack | Member | Under 5% | 2025 |
| Christopher Daniel Melber | Lead Trader / Systems Operations Manager | 5-10% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does The Planning Project LLC manage?
The Planning Project LLC reports $551.4 million in regulatory assets under management on its Form ADV.
How many employees does The Planning Project LLC have?
The Planning Project LLC reports 12 employees.
Where is The Planning Project LLC located?
The Planning Project LLC is based in The Woodlands, TX and has been SEC-registered since 2021.
Does The Planning Project LLC disclose fund performance?
The Planning Project LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4526 Research Forest Dr., Suite 240, The Woodlands, TX 77381 |
| Phone | 281-940-4859 |
| Office hours | By Appointment Only |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$551.4M▲ 80%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 46%
Larger than 54% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$551.4Mregulatory AUM
Discretionary $551.4M