Spartan Planning Group
Spartan Planning Group is an SEC-registered wealth manager in Greensboro, NC with $383.7M assets under management (AUM, regulatory AUM), +11% over one year. See who owns Spartan Planning Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 166599, SEC 801-118622, data through 2026-03-02.
- AUM (assets under management / regulatory AUM)
- $383.7M (2026-03-02)
- Firm type
- Wealth Manager
- Location
- Greensboro, NC
- Employees
- 5
- Clients
- 213
- CRD
- 166599
- Ownership
- ROBINSON, JONATHAN, DAVID; LANGLEY, BRANDON, SCOTT; CHILDS, DAVID; ROSS, IRA, N; STEVENS, BLAISE
How much AUM does Spartan Planning Group have?
Spartan Planning Group reported $383.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-02).
Who owns Spartan Planning Group?
Disclosed owners and executives of Spartan Planning Group include ROBINSON, JONATHAN, DAVID, LANGLEY, BRANDON, SCOTT, CHILDS, DAVID, ROSS, IRA, N, STEVENS, BLAISE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.