$376.6M Total AUM
$376.6M Disc. AUM
16.3% 3Y CAGR
4 Employees
817 ADV. Clients
20 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-22-2006
- Office Locations
- 1
Office Locations
7730 Olentangy River Road Columbus OH
About Strategic Planning, Inc.
Strategic Planning, Inc. is a Columbus-based RIA. The firm has been operating for 20 years. Managing $376.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$376.6M AVG AUM / ADVISOR
$461.0K AVG AUM / CLIENT
6.3 yrs AVG TENURE
4 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
S
STANLEY RAY EDGELL
President
- CRD
- #860505
- Ownership
- 75% or more
Available
Available
Available
S
SEAN GAVIN EDGELL
Agent
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $376,630,000 | $325,804 |
| Non-Discretionary | $0 | -- |
| Total | $376,630,000 | $325,804 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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