Strategic Planning, Inc.
Strategic Planning, Inc. is an SEC-registered mass-market adviser in Columbus, OH with $376.6M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Strategic Planning, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 139648, SEC 801-110105, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $376.6M (2026-03-30)
- Firm type
- Mass-Market Adviser
- Location
- Columbus, OH
- Employees
- 4
- Clients
- 817
- CRD
- 139648
- Ownership
- EDGELL, STANLEY, RAY; EDGELL, SEAN, GAVIN; PALUGI, CANDY, JOHNSON; NICKS, BRENT, PATRICK
How much AUM does Strategic Planning, Inc. have?
Strategic Planning, Inc. reported $376.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Strategic Planning, Inc.?
Disclosed owners and executives of Strategic Planning, Inc. include EDGELL, STANLEY, RAY, EDGELL, SEAN, GAVIN, PALUGI, CANDY, JOHNSON, NICKS, BRENT, PATRICK. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.