A
$48.8M Total AUM
$44.5M Disc. AUM
-- 3Y CAGR
4 Employees
164 ADV. Clients
13 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Horizon peakCatalyst ridge
- Established Date
- 01-11-2013
- Office Locations
- 1
Office Locations
1520 E. North Street Greenville SC
About Advanced Planning, Inc.
Advanced Planning, Inc. is a Greenville, SC-based advisory firm providing financial planning and portfolio construction, with tax, retirement, and estate planning support plus insurance/annuity planning. The practice works with individuals and business owners, using mutual funds, ETFs, and fixed income within asset-allocation strategies. Custodies primarily with Charles Schwab.
Team overview
65 AVG AGE
$24.4M AVG AUM / ADVISOR
$297.4K AVG AUM / CLIENT
13.3 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Signal
Client Personas
Prime pathway
Custodian
Oak catalyst Prime timber Pathway
Investment Themes
Focus Glacier
Investment Vehicles
Oak
Services
Signal Foundation Legacy Legacy alpha Oak Delta
Technology
Unison Bridge
Owner & Executives
C
CARROLL DANIEL CARSON JR
President
- CRD
- #1887604
- Ownership
- 75% or more
(288) 674-7474
delta.delta@alphacapital.com
in linkedin.com/in/element-element
J
JOSEPH MONTGOMERY GRIM III
Chief Compliance Officer
- CRD
- #5545016
- Ownership
- Less than 5%
(780) 442-5130
crest.timber@meridiancapital.com
in linkedin.com/in/bridge-unison
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $44,465,925 | -- |
| Non-Discretionary | $4,309,096 | -- |
| Total | $48,775,021 | -- |
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Separately Managed Accounts
Total SMA Asset: $48,775,021
Public Funds:
16.9% Equity - Exchange:
21.2% Corporate - Investment Grade:
20.3% Cash:
15.6% Municipal Bonds:
4.7% U.S. Government/Agency:
21.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,214,002,893 | 16.9% |
| Equity - Exchange | $1,522,891,203 | 21.2% |
| Corporate - Investment Grade | $1,458,240,161 | 20.3% |
| Cash | $1,120,618,055 | 15.6% |
| Municipal Bonds | $337,622,106 | 4.7% |
| U.S. Government/Agency | $1,530,074,652 | 21.3% |
| Total | $7,183,449,070 | 100.0% |