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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Jackson National Life
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-01-2008
- Office Locations
- 22
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.
Reported data analysis
What the numbers show
Between December 17, 2025 and June 30, 2026, reported AUM increased 54.9%, from $1.3B to $2.0B.
Across 5 reported observations, AUM increased 278.9% between December 6, 2022 and June 30, 2026, from $517.5M to $2.0B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 49 advisory representatives and 4,206 clients, or 85.8 clients per representative. That equates to $466.2K in reported AUM per client.
The profile lists 22 reported office locations and 18 years in operation. The source data was last updated on June 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full CS Planning Corp record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
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
SMA allocation detail is available
CS Planning Corp has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.