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- Custodian
- Charles Schwab & Company · Fidelity/NFS · SEI
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-18-1983
- Office Locations
- 360
Office Locations
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
Insights
Accredited Investors
Asset Classes
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
James Lewis Battmer
Chief Investment Officer
- CRD
- #4791494
- Ownership
- Less than 5%
DAVID JOHN KAYE
Chief Financial Officer
- CRD
- --
- Ownership
- Less than 5%
Eagle horizon
Insight fusion pioneer
- CRD
- #26644
- Ownership
- 1.5%
Showing 2 of 8 owners & executives
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Jonathan Eugene Abdo
Wealth Manager
- CRD
- #6578092
GLENN PATRICK ABLE
Investment Advisor
- CRD
- #1380183
Unison glacier
Bridge pioneer
- CRD
- #36207
Showing 2 of 1092 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $214,615,513,984 | $803,560 |
| Non-Discretionary | $2,783,810,997 | $1,068,641 |
| Total | $217,399,324,981 | $806,120 |
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Separately Managed Accounts
Total SMA Asset: $217,306,847,465
| 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 | Q3 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 |