# Shawnee Investments & Planning

Shawnee Investments & Planning is a RIA based in Shawnee, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Shawnee, United States
- **Region:** North America
- **Address:** Shawnee, OK, United States
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 288166
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/288166

## About

SHAWNEE INVESTMENTS & PLANNING is a state-registered investment adviser with $1 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single office.

## Sectors

- Private Equity
- Real Estate
- Venture Capital

## Questions

### Is Shawnee Investments & Planning a registered investment adviser?

The firm's registration status with the SEC or state regulators is not publicly documented. Single-family offices in the US are often exempt from registration under the Investment Advisers Act of 1940, provided they meet certain criteria, but this has not been confirmed for Shawnee Investments & Planning.

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- [Homestake Venture Partners](https://altss.com/profile/homestake-venture-partners-llc)
- [Peer Ventures](https://altss.com/profile/peer-ventures-llc)

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Last updated: 2026-07-06T01:24:25.438Z

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