# Creative Planning

Creative Planning is a Bank / Wealth / Trust based in Overland Park, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Overland Park, United States
- **Region:** North America
- **Founded:** 1983
- **Assets under management:** $296B AUM / $710B+ AUM+AUA w/ affiliates (Dec 31, 2025)
- **Website:** creativeplanning.com
- **LinkedIn:** https://www.linkedin.com/company/381390

## Regulatory record

- **CRD number:** 105348
- **SEC file number:** 801-18564
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/105348

## About

Creative Planning, LLC is an SEC-registered investment adviser (CRD 105348) headquartered in Overland Park, Kansas, offering comprehensive fiduciary wealth management, investment management, financial planning, tax and estate planning, retirement plan consulting, trust services, and family office solutions to individuals, high-net-worth clients, institutions, nonprofits, and retirement plans across all 50 U.S. states and approximately 90 countries (per Form ADV Part 2A dated March 31, 2026 and company website). Registered as an investment adviser with the SEC since March 18, 1983, the firm was acquired and scaled under President and CEO Peter Mallouk beginning in 2004; it is majority-owned by Mallouk-related trusts with a minority stake held by a TPG affiliate. As of December 31, 2025, Creative Planning managed approximately $295.57 billion in client assets ($291.93 billion discretionary and $3.64 billion non-discretionary) and provided monitoring/consulting (assets under advisement) for section 404 pension plans totaling about $101.28 billion (per Form ADV Part 2A). Combined with affiliates including United Capital Financial Advisors, SageView Advisory Group, and Baseline Wealth Management, the firm reports more than $710 billion in assets under management or advisement as of the same date (per official website). The firm employs a planning-led, multi-disciplinary model with in-house CFPs, attorneys, CPAs (via affiliated or partner firms), and other specialists, emphasizing customized portfolios rather than model portfolios, and has grown via both organic expansion and acquisitions.

## People

- Peter Mallouk — President and CEO
- Molly Rothove — Vice President
- David Kaye — Chief Financial Officer
- James Battmer — Chief Investment Officer
- Ramesh Poola — Co-Chief Investment Officer
- Jonathan Knapp — Chief Operating Officer

## Questions

### What is Creative Planning's primary business and regulatory status?

Creative Planning, LLC is an independent SEC-registered investment adviser providing comprehensive fiduciary wealth management, financial planning, investment management, tax, estate, retirement, and related services. It has been registered with the SEC since March 18, 1983 (CRD #105348).

### What is the most recent reported assets under management for Creative Planning?

As of December 31, 2025, Creative Planning managed approximately $295.57 billion in client assets ($291.93 billion discretionary). Combined with affiliates, the firm reports more than $710 billion in assets under management or advisement (per Form ADV Part 2A and official website).

### Where is Creative Planning headquartered and what is its geographic reach?

The firm is headquartered at 5454 W. 110th Street, Overland Park, Kansas. It serves clients in all 50 U.S. states and abroad in approximately 90 countries through a national advisor network and international capabilities.

### Who owns and leads Creative Planning?

Creative Planning is majority-owned and controlled by Peter Mallouk (via trusts) with a minority ownership interest held by TPG IX Cardiff Debt Holdco I, LLC. Peter Mallouk serves as President and CEO; other executive officers include the CFO, CIO, Co-CIO, COO, and additional senior leaders as listed in Form ADV.

### What is Creative Planning's client minimum and service model?

New clients generally require a minimum of $200,000 in assets under management. The firm uses a customized, planning-led fiduciary approach with multi-disciplinary in-house and affiliated specialists (CFPs, attorneys, tax professionals) rather than standardized model portfolios.

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Last updated: 2026-07-17T19:57:17.000Z

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