SourcingSourcing

CS PLANNING CORP

C24
CRD 149937·SEC 801-70381·PORTLAND, OR
AUM
$1.96B
$1B+
Est. Revenue
$19.6M
@ 1% on AUM
Est. EBITDA
$5.9M
@ 30% margin
Est. Deal Value
$47.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CS PLANNING CORP
CRD
149937
SEC file #
801-70381
EIN
—
DBA names
—

Economics

AUM
$1.96B
AUM band
$1B+
AUM trajectory
'20'26
$497.3M → $1.96B▲ +294%
Client mix
Individuals Other3,649
Individuals High Net Worth541
Corporations10

Operations

Employees (total)
60
Advisory staff (per ADV)
49
Advisory staff (5-yr trend)
'20'26
20 advisors → 49 advisors▲ +145%
Primary office
PORTLAND OR
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
04/30/2026
ADV-W filed at
—
Website
facebook.com/fourpointswealth(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HICKS, CHRISTOPHER, KEIL
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
HICKS, CHRISTOPHER, KEIL
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:facebook.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
33,202
Form 5500 Compensation Trajectory 3y
202533,202
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
33,202
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
11
Bc Firm Active IA Count
47
Bc Firm IAR Count
47
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fidelity2
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
3231318
Trust Company Affiliate
No

People (48)

48
HICKS, CHRISTOPHER, KEIL
Direct Owner · 87.5%
3231318
JAMES MICHAEL PLUMLEE
IAR
1888210
JACQUIE Kathleen LEMARR
IAR
6869194
MARC MICHEL GIRARDOT
IAR
7025601
DANIEL HARRIS ROSETH
IAR
7687302
RICHARD E BINGAMAN
IAR
7025218
DAVID LAWRENCE ARMSTRONG
IAR
2690926
CATHERINE WIMP KESSLER
IAR
2430042
STEVEN RAY BERANEK
IAR
5444210
KEVIN TODD CANTERBURY
IAR
4939385
Joseph Gilewski
IAR
6608102
WILLIAM FUNG
IAR
3134506
HART, JUSTIN, AARON
IAR
5411924
CURT ROBERT STAUFFER
IAR
2615431
Ronald Dean Moore
IAR
7921964
Ashley Nicole Eckles
IAR
7708698
KEVIN KRIEG
IAR
5163426
Amy Rusch
IAR
5590219
Evan Thomas Kellenberger
IAR
2389907
HOON KANG
IAR
3118383
CHARLES WILLIAM BURMASTER
IAR
2249118
Michael P Reksc
IAR
7462751
KATHLEEN THAYER RENTZ
IAR
6548312
Christian Seung-Ri Kang
IAR
7326636
Wesley Chan-Young Kang
IAR
7326633
RENEE ROBIN REKSC
IAR
2648523
KENNETH DALE BOLTON
IAR
1925208
Bryan Dale Dearden
IAR
4389117
TAYLOR THOMAS LEARY
IAR
5714749
NICHOLAS LANCE SELTUN
IAR
5275509
ERIC A HALLIN
IAR
5830621
Lisa K. McCullough
IAR
7387120
Joshua Joseph Mayr
IAR
7150306
Christopher Riley Avey
IAR
3160027
AARON DENON BESSONETTE
IAR
5288704
Timothy Keith Kadlec
IAR
3127749
ERIK JOHN PETERSON
IAR
2709532
Ryan Matthew Jordan
IAR
6506269
MARTIN JENNINGS CURRY
IAR
5950121
Michael John Goyarts
IAR
2671968
MORIN, ROBERT, ARTHUR
IAR
2384249
Charles Gregory Burmaster
IAR
6942978
KELLY STECKLEIN
IAR
4201342
ANDREA LYNN ANASTASIO
IAR
7529668
John Gustafsson
IAR
7444112
ROBERT WILLIAM BURNS
IAR
3267624
MATTHEW JOHN FEVOLA
IAR
3129398
Hamilton Brandenburg
IAR
6862596