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Creative Planning

Creative Planning is a fund manager in Overland Park with $90.03B assets under management.

Company profile

Employees
Location
SEC CIK
IRS number
431270780
SEC advisor number
801-18564
FINRA CRD number
105348
AUM ?
$90.03B (as of 3 Aug 21)
Accounts
144,903 (as of 3 Aug 21)
Employees
725 (502 investment advisory or research)
Address
Creative Planning
5454 W.110TH STREET
OVERLAND PARK
KS 66211
Phone
913-338-2727
Fund structure AUM Fund type
Creative Planning $90.03B
Lenox Blue Chip, LLC $981.68K Private Equity Fund
Lenox Hpe, LLC $19.59M Private Equity Fund
Lenox Pe Fund I, LLC $5.23M Private Equity Fund

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 2037 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
$6.63B 15.38M
Vanguard Tax-managed Intl FD
$4.67B 92.58M
$3.27B 38.22M
$2.87B 46.48M
$2.27B 24M
$1.84B 18.03M
$1.78B 15.52M
$1.77B 38.28M
$1.66B 7.02M
$1.62B 8.09M
$1.32B 5.95M
$1.27B 35.2M
$1.09B 2.54M
$1.02B 7.24M
$989.49M 18.5M
$945M 8.13M
$773.06M 15.32M
$730.9M 2.68M
Vanguard Intl Equity Index F
$729.78M 14.59M
$628.34M 13.76M
$624.23M 14.68M
$490.66M 16.1M
$483.3M 7.23M
$459.69M 3.53M
$438.12M 1.55M
$418.98M 5.47M
$396.3M 3.83M
$389.7M 1.78M
$375.31M 9.7M
$370.6M 3.56M
Vanguard Mun BD FDS
$351M 6.41M
Dimensional Etf Trust (US SMALL CAP ETF)
$343.53M 5.97M
$334.41M 4.49M
Dimensional Etf Trust (US TARGETED VLU)
$322.67M 7.27M
$308.39M 93.88K
$277.86M 818.71K
$239.89M 3.55M
$238.45M 906.4K
$215.31M 3.67M
$197.27M 254.39K
$196.15M 2.51M
$184.72M 5.54M
$181.68M 460.65K
$165.62M 2.23M
$138.63M 573.54K
$136.26M 747.22K
$135.58M 969.82K
$133.12M 3.12M
$119.08M 1.58M
$118.47M 330.97K
Holdings list only includes long positions. Only includes long positions.

Calendar

24 Jan 22

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings