SourcingSourcing

CREATIVE PLANNING, LLC

C30
CRD 105348·SEC 801-18564·OVERLAND PARK, KS
AUM
$295.57B
$1B+
Est. Revenue
$2.96B
@ 1% on AUM
Est. EBITDA
$886.7M
@ 30% margin
Est. Deal Value
$7.09B
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CREATIVE PLANNING, LLC
CRD
105348
SEC file #
801-18564
EIN
874489178
DBA names
Creative Planning

Economics

AUM
$295.57B
AUM band
$1B+
AUM trajectory
'20'26
$45.76B → $295.57B▲ +546%
Client mix
Individuals Other47,540
Individuals High Net Worth39,511
Pension Profit Sharing Plans10,861
Corporations1,847
Charitable Organizations335

Operations

Employees (total)
1,650
Advisory staff (per ADV)
1,538
Advisory staff (5-yr trend)
'20'26
366 advisors → 1,538 advisors▲ +320%
Primary office
OVERLAND PARK KS
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
linkedin.com/company/telarrayadvisors(social)

Compliance

Disclosures (firm)
3
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CPI HOLDCO B, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
9
Control Persons
CPI HOLDCO B, LLC
Battmer, James, Lewis
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:creativeplanning.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
873
Form 5500 Total Participants
4,573
Form 5500 Total Compensation
40,859,832
Form 5500 Compensation Trajectory 3y
202539,567,480
20261,292,352
20240
Form 5500 Plan Count Trajectory 3y
2025842
202630
20242
Schedule C Total Compensation
40,859,832
Schedule C Service Provider Rows
874

SEC EDGAR

Edgar Cik
0001938230
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2022-07-15
Edgar Last Filing Date
2022-07-22
Edgar Form D Count
2
Edgar Form D Offerings
2022-07-222022-07-22 · 0001938230-22-000003
2022-07-152022-07-15 · 0001938230-22-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
50
Bc Firm IAR Count
50
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fidelity2
Edgar Addresses
Mailing
527 MADISON AVENUE2ND FLOORNEW YORK CITY, NY 100222
Business
527 MADISON AVENUE2ND FLOORNEW YORK CITY, NY 100222
Edgar EIN
874489178
Edgar Recent Filings
D/A2022-07-22 · 0001938230-22-000003
D2022-07-15 · 0001938230-22-000002
Fee Schedule
Bracket Ix81
Bracket I11
Bracket X3
Bracket Xi3
Bracket Iii1
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (58)

58
Battmer, James, Lewis
Executive Officer · 2.5%
4791494
KAYE, DAVID, JOHN
Executive Officer · 2.5%
5903932
KNAPP, JONATHAN, MICHAEL
Executive Officer · 2.5%
6364440
MALLOUK, PETER, ALEX
Executive Officer · 2.5%
4508063
Poola, Ramesh, Babu
Executive Officer · 2.5%
7716793
RICHARDSON, LEE
Executive Officer · 2.5%
7288516
ROTHOVE, MOLLY, MARIE
Executive Officer · 2.5%
4619369
SCRUGGS, CHATTEN, WALKER
Executive Officer · 2.5%
2739132
JACINDA DAWN TORRE
IAR
4037671
RYAN CURTIS WILSON
IAR
4034536
CHRISTY N NICHOLS
IAR
4332715
WESTON DYER BURNETT
IAR
4395879
PAMELA JEAN RAFFAELE
IAR
4424389
SAMUEL ROBERT SCOTT
IAR
4519790
JAMES J HATTON
IAR
4522101
MICHAEL GARRETT HARVEY
IAR
4529447
TODD BENTON SHEPHERD
IAR
4502747
ROBERT JOSEPH MCCARTHY
IAR
1656946
KRISTEN YANCEY SHOPE
IAR
4008871
BRENNA KATHLEEN SAUNDERS
IAR
4008716
WAYNE LEWIS BARBER
IAR
4200910
BENJAMIN MARK POLICH
IAR
4850238
CORY JEFFREY EAGERMAN
IAR
4892333
TRAVIS GREGORY BEZELLA
IAR
4896369
BRANDEN ROBERT FRAZIER
IAR
4938202
Kevin Michael Newell
IAR
7778096
Michelle Leigh Hall
IAR
7722293
SAMUEL HIRAM DOMINGUEZ
IAR
5729103
BRADLEY KYLE RAY
IAR
6909726
Krisha Meghann Kozlowski
IAR
7803559
Eric Martin Medlock
IAR
7684050
Alexander James Rodriguez Juszczak
IAR
7498194
Dylan Freberg
IAR
7597811
BROCK MATTHEW STAUDT
IAR
7579880
Caleb Allen Beil
IAR
7594144
Donna Lee Ellis
IAR
7476190
Justin Michael Dodge
IAR
7506790
Sarah Lawrence Owen
IAR
7534303
Ivy Anne Brooks
IAR
7904578
Andrew Gregory Baldwin
IAR
7939145
Jonathan E. Barton
IAR
7892299
JUDD MATTHEW EBERHART
IAR
7053325
JEFFREY JAMES BROWNLEE
IAR
7051389
Kelli Ann Rawley
IAR
7188479
MORGAN DOUGLASS
IAR
7228215
Abeaku Jackson-Kuofie
IAR
7377933
Corey John Cowan
IAR
7360321
Lynn Oeding
IAR
7367034
Isaac Alexander Jambor
IAR
7455022
Adam Christopher Cole
IAR
7431612
ERIC ALAN LYNN
IAR
6740664
Zachariah Timothy Thies
IAR
6711120
Dustin J Mongler
IAR
7138091
John Christopher Lame, Jr.
IAR
7088427
JERROD MICHAEL PEARCE
IAR
6837923
Melissa Marie Yost
IAR
7175951
PATRICK MATTHEW GALLAGHER
IAR
7127457
ALEXANDER STEWART ALLEN
IAR
7088314