Cantlon Financial Planning LLC
Cantlon Financial Planning LLC is an SEC-registered ria with $125.1M assets under management (AUM, regulatory AUM), +11% over one year. See who owns Cantlon Financial Planning LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 106622, SEC 801-132223, data through 2026-01-27.
- AUM (assets under management / regulatory AUM)
- $125.1M (2026-01-27)
- Firm type
- Ria
- Employees
- 3
- Clients
- 99
- CRD
- 106622
- Ownership
- CANTLON, MICHAEL, FRANCIS; GUYETT, THOMAS, EDWARD; GEPHART, ROBERT, THOMAS
How much AUM does Cantlon Financial Planning LLC have?
Cantlon Financial Planning LLC reported $125.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-27).
Who owns Cantlon Financial Planning LLC?
Disclosed owners and executives of Cantlon Financial Planning LLC include CANTLON, MICHAEL, FRANCIS, GUYETT, THOMAS, EDWARD, GEPHART, ROBERT, THOMAS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.