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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Jackson National Life
- Clients
- Retail and Institutional
- Platforms
- Signal radial
- Established Date
- 01-01-2008
- Office Locations
- 21
Office Locations
About CS Planning Corp
CS Planning Corp (CSP) is a registered investment adviser that serves as a virtual operations partner to independent advisors, outsourcing trading support, reporting, billing, and technology so advisors can stay focused on wealth management and financial planning. Partners get integrated infrastructure, a veteran support team (including economists and CFAs), and dedicated custodian service coverage. CSP is non-discretionary and acts only on advisor direction.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
CHRISTOPHER KEIL HICKS
Chief Compliance Officer, President
- CRD
- --
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
DAVID LAWRENCE ARMSTRONG
--
- CRD
- #2690926
Christopher Riley Avey
Financial Advisor, General Partner
- CRD
- #3160027
Foundation foundation
Catalyst oak value
- CRD
- #99351
Showing 2 of 32 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,960,873,373 | $209,944 |
| Non-Discretionary | $0 | -- |
| Total | $1,960,873,373 | $209,944 |
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Separately Managed Accounts
Total SMA Asset: $1,960,873,373
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $417,598,411 | 14.4% |
| Equity - Exchange | $678,597,417 | 23.4% |
| Cash | $774,297,053 | 26.7% |
| Corporate - Investment Grade | $374,098,576 | 12.9% |
| Municipal Bonds | $231,999,117 | 8.0% |
| U.S. Government/Agency | $423,398,389 | 14.6% |
| Total | $2,899,988,963 | 100.0% |