Core Planning
Core Planning is an SEC-registered mass-market adviser in Ofallon, MO with $525.0M assets under management (AUM, regulatory AUM), +332% over one year. See who owns Core Planning: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 154660, SEC 801-131950, data through 2026-05-29.
- AUM (assets under management / regulatory AUM)
- $525.0M (2026-05-29)
- Firm type
- Mass-Market Adviser
- Location
- Ofallon, MO
- Employees
- 65
- Clients
- 867
- CRD
- 154660
- Ownership
- PENN, GUY, MICHAEL
How much AUM does Core Planning have?
Core Planning reported $525.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-29).
Who owns Core Planning?
Disclosed owners and executives of Core Planning include PENN, GUY, MICHAEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.