Comprehensive Financial Planning Inc
Comprehensive Financial Planning Inc is an SEC-registered wealth manager in Oklahoma City, OK with $176.0M assets under management (AUM, regulatory AUM), -4% over one year. See who owns Comprehensive Financial Planning Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 109822, SEC 801-31935, data through 2026-03-11.
- AUM (assets under management / regulatory AUM)
- $176.0M (2026-03-11)
- Firm type
- Wealth Manager
- Location
- Oklahoma City, OK
- Employees
- 2
- Clients
- 100
- CRD
- 109822
- Ownership
- EVANS, DAVID, KARL
How much AUM does Comprehensive Financial Planning Inc have?
Comprehensive Financial Planning Inc reported $176.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-11).
Who owns Comprehensive Financial Planning Inc?
Disclosed owners and executives of Comprehensive Financial Planning Inc include EVANS, DAVID, KARL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.