$125.1M Total AUM
$125.1M Disc. AUM
-- 3Y CAGR
3 Employees
99 ADV. Clients
24 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Delta waveInsight capital +more
- Established Date
- 07-30-2001
- Office Locations
- 2
Office Locations
41W 671 Burlington Road St. Charles IL
-- ST Charles IL
About Cantlon Financial Planning LLC
Cantlon Financial Planning LLC is a ST Charles-based RIA with 2 offices. The firm has been operating for 24 years. Managing $125.1M in total assets under management, with 3 advisory representatives. They custody assets with Fidelity/NFS. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
57 AVG AGE
$41.7M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
16.9 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
24yrs Firm Age
Insights
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Asset Classes
Alpha focus Quantum Crest
Custodian
Alpha Fusion wave
Investment Themes
Momentum delta
Investment Vehicles
Eagle pathway
Platform
Momentum
Services
Alpha atlas Fusion Foundation Ember Pioneer Matrix
Technology
Ember optima Ember Fusion focus
Owner & Executives
ROBERT THOMAS GEPHART
Certified Financial Planner, Chief Compliance Officer
- CRD
- #5961800
- Ownership
- 25% but less than 50%
(710) 343-6837
pioneer.beacon@signalcapital.com
in linkedin.com/in/atlas-oak
T
THOMAS EDWARD GUYETT
Investment Advisor, Owner
- CRD
- #4365000
- Ownership
- 25% but less than 50%
(912) 693-6886
wave.alpha@wavecapital.com
in linkedin.com/in/zenith-pathway
Q
Quantum atlas
Capital pioneer radial
- CRD
- #37561
- Ownership
- 13.8%
(312) 500-2025
oak.timber@harborcapital.com
in linkedin.com/in/horizon-north
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $125,138,019 | $468,682 |
| Non-Discretionary | $0 | -- |
| Total | $125,138,019 | $468,682 |
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Separately Managed Accounts
Total SMA Asset: $125,138,019
Equity - Exchange:
18.8% Cash:
23.5% Derivatives:
10.0% Corporate - Investment Grade:
26.8% U.S. Government/Agency:
20.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $937,153,017 | 18.8% |
| Cash | $1,171,441,272 | 23.5% |
| Derivatives | $498,485,648 | 10.0% |
| Corporate - Investment Grade | $1,335,941,535 | 26.8% |
| U.S. Government/Agency | $1,041,835,003 | 20.9% |
| Total | $4,984,856,475 | 100.0% |