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- Custodian
- Charles Schwab & Company · Prudential · Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-19-1988
- Office Locations
- 1
Office Locations
About Comprehensive Financial Planning INC
Comprehensive Financial Planning INC is a Oklahoma City-based RIA. The firm has been operating for 38 years. Managing $176.0M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Prudential.
Reported data analysis
What the numbers show
Between March 18, 2025 and March 11, 2026, reported AUM decreased 3.6%, from $182.5M to $176.0M.
Across 5 reported observations, AUM increased 2.5% between March 25, 2022 and March 11, 2026, from $171.7M to $176.0M.
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 2 advisory representatives and 100 clients, or 50 clients per representative. That equates to $1.8M in reported AUM per client.
The profile lists 1 reported office location and 38 years in operation. The source data was last updated on March 11, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
DAVID KARL EVANS MR.
Financial Planner
- CRD
- #1060172
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $175,954,952 | $536,448 |
| Total | $175,954,952 | $536,448 |
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Separately Managed Accounts
SMA allocation detail is available
Comprehensive Financial Planning INC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.