# InvestEdge Planning

InvestEdge Planning is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://investedgeplanning.com

## Regulatory record

- **CRD number:** 316167
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/316167

## About

InvestedgE Planning is a state-registered investment adviser with approximately $5 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single office.

## Questions

### Does InvestEdge Planning participate in fund commitments or only direct deals?

Both fund commitments and direct investments are plausible given the diversified strategy typical of family offices. No specific deals have been confirmed in public sources.

### What investment stages does InvestEdge Planning typically target?

Without public disclosures, the firm's stage preference is unknown. Family offices generally span early-stage venture to mature buyouts and real assets.

### Which sectors does InvestEdge Planning explicitly avoid?

No sector exclusions have been published. The firm's sector preferences remain opaque, a common trait among non-disclosing family offices.

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- [Hickory CRE Capital](https://altss.com/profile/hickory-cre-capital-llc)
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Last updated: 2026-07-06T01:24:18.792Z

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