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Strategic Planning, Inc.

● SEC registered since 2017CRD 139648SEC# 801-110105Columbus, OH
Export (members)
Reg. AUM
$324.9M
Employees
4
Accounts
1,051
Location
Columbus, OH

Strategic Planning, Inc. assets under management

Strategic Planning, Inc. is an SEC-registered investment adviser based in Columbus, OH. The firm has been registered since 2017. It reports $324.9 million in regulatory assets under management and employs 4 people.
www.stgplan.comView on SEC.gov ↗

Strategic Planning, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Brent Patrick NicksChief Compliance OfficerUnder 5%2025
Sean Gavin EdgellOperationsUnder 5%2019
Stanley Ray Edgell ControlPresidentOver 75%1999

Frequently asked questions

How much does Strategic Planning, Inc. manage?

Strategic Planning, Inc. reports $324.9 million in regulatory assets under management on its Form ADV.

How many employees does Strategic Planning, Inc. have?

Strategic Planning, Inc. reports 4 employees.

Where is Strategic Planning, Inc. located?

Strategic Planning, Inc. is based in Columbus, OH and has been SEC-registered since 2017.

Does Strategic Planning, Inc. disclose fund performance?

Strategic Planning, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address7730 Olentangy River Road, Columbus, OH 43235
Phone614-802-0170
Fax614-802-0171
Office hours7:30 a.m. - 4:30 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$324.9M
Non-discretionary$0
Total (RAUM)$324.9M