C
$295.6B Total AUM
$291.9B Disc. AUM
15.7% 3Y CAGR
1,650 Employees
102,065 ADV. Clients
43 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Ascensus · Charles Schwab & Company · Fidelity/NFS · SEI
- Clients
- Retail and Institutional
- Platforms
- Capital emberZenith +more
- Established Date
- 03-18-1983
- Office Locations
- 370
Office Locations
1 N Wacker Suite 1700 Chicago IL
1 Park Plaza Suite 700 Irvine CA
10475 Crospoint Blvd Suite 320 Indianapolis IN
About Creative Planning
Creative Planning is an independent fiduciary wealth manager providing comprehensive wealth management and family office services for high-net-worth and ultra-affluent investors, plus retirement plan and foundation support. The team includes CFP professionals and serves clients nationwide through advisors in major metros. It also delivers integrated tax and financial services and business consulting, partnering with separately governed CPA firm BerganKDV for audit and attest work.
Team overview
40 AVG AGE
$192.2M AVG AUM / ADVISOR
$2.9M AVG AUM / CLIENT
4.6 yrs AVG TENURE
1,650 Employees
1,538 Advisory Reps
1,079 RIA Reps
43yrs Firm Age
Insights
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Asset Classes
Optima horizon Matrix ridge Oak Peak Horizon Radial vector Atlas element North Atlas
Client Personas
Radial fusion Summit focus Frontier timber
Custodian
Vital Pathway crest North Legacy pioneer Summit glacier Summit alpha Eagle Delta Element frontier
Investment Themes
Insight Oak Bridge Eagle ridge
Investment Vehicles
Foundation bridge
Platform
Prime Ridge catalyst
Services
Glacier Matrix crest Unison Ember legacy Quantum horizon Crest Radial Vertex beacon Eagle ember Eagle Prime Optima
Technology
Wave matrix Signal Foundation Foundation
Owner & Executives
J
James Lewis Battmer
Chief Investment Officer
- CRD
- #4791494
- Ownership
- Less than 5%
(391) 901-8691
meridian.capital@insightcapital.com
in linkedin.com/in/pathway-peak
D
DAVID JOHN KAYE
Chief Financial Officer
- CRD
- --
- Ownership
- Less than 5%
(921) 763-4268
pioneer.element@quantumcapital.com
in linkedin.com/in/peak-radial
E
Eagle horizon
Insight fusion pioneer
- CRD
- #26644
- Ownership
- 1.5%
(376) 669-4166
vector.vertex@northcapital.com
in linkedin.com/in/vertex-bridge
Showing 2 of 8 owners & executives
Unlock allContacts
Jonathan Eugene Abdo
Wealth Manager
- CRD
- #6578092
(211) 770-9590
vector.signal@focuscapital.com
in linkedin.com/in/beacon-optima
GLENN PATRICK ABLE
Investment Advisor
- CRD
- #1380183
(352) 721-1837
bridge.bridge@vectorcapital.com
in linkedin.com/in/radial-signal
U
Unison glacier
Bridge pioneer
- CRD
- #36207
(927) 528-1593
capital.signal@fusioncapital.com
in linkedin.com/in/vertex-timber
Showing 2 of 1116 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $291,931,221,966 | $919,434 |
| Non-Discretionary | $3,637,381,105 | $1,293,981 |
| Total | $295,568,603,071 | $922,721 |
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Separately Managed Accounts
Total SMA Asset: $294,646,620,503
Public Funds:
7.9% Equity - Exchange:
19.6% Cash:
15.4% Private Funds:
13.3% Corporate - Investment Grade:
4.9% Municipal Bonds:
14.2% Other:
17.9% U.S. Government/Agency:
6.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $59,051,307 | 7.9% |
| Equity - Exchange | $146,507,041 | 19.6% |
| Cash | $115,112,675 | 15.4% |
| Private Funds | $99,415,492 | 13.3% |
| Corporate - Investment Grade | $36,626,760 | 4.9% |
| Municipal Bonds | $106,142,856 | 14.2% |
| Other | $133,799,797 | 17.9% |
| U.S. Government/Agency | $50,828,973 | 6.8% |
| Total | $747,484,901 | 100.0% |
13F Holdings | Q4 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| EAGLE FOUNDATION CAPITAL | EAGLE OPTIMA | 5PFRK5NVW | OVD | 6.01% | $10,118,008 |
| PRIME OAK MATRIX | GLACIER PIONEER | 9MV4WZYDE | RGVX | 1.83% | $108,616,975 |
| MERIDIAN MATRIX FOCUS | MATRIX ATLAS | G3H2BZ0JP | AHC | 5.29% | $88,993,840 |
| CAPITAL DELTA SUMMIT | OAK VITAL | J6LF9HDXP | FWVJ | 2.17% | $14,340,455 |
| PRIME FRONTIER NORTH | CREST QUANTUM | 3CIH1ZC8G | DHRPC | 8.69% | $110,160,000 |
| OAK SUMMIT CAPITAL | SIGNAL INSIGHT | DS2NJ3UOW | TEE | 6.58% | $11,620,774 |
| MOMENTUM TIMBER | QUANTUM RIDGE | CLCFVFZKS | RYCKE | 5.60% | $119,357,321 |
| OAK UNISON PATHWAY | UNISON FOUNDATION | XZU8Z0NJX | NDC | 9.36% | $69,424,562 |