Federal Data Hub › SEC Form ADV · JSON · SEC IAPD ↗

CORE PLANNING, LLC

dba CORE PLANNING · CRD 154660 · Registered Investment Adviser

CORE PLANNING, LLC is a Registered Investment Adviser headquartered in OFALLON, MO. The firm reports $525,029,564 in regulatory assets under management across 1,005 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$500,446,055
Non-discretionary$24,583,509
Total RAUM$525,029,564
Accounts1,005

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 154660. adviserinfo.sec.gov/firm/summary/154660.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

License: CC0 1.0 Universal. Corrections: corrections @ ai-analytics.org.