# Spartan Planning Group

Spartan Planning Group is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 166599
- **SEC file number:** 801-118622
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/166599

## About

Spartan Planning Group is an SEC-registered investment adviser in Greensboro, NC, registered since 2020. The firm manages $384 million in assets, with $199 million on a discretionary basis. It has 5 employees and 4 investment advisers.

## Related profiles

- [The Portfolio Strategy Group](https://altss.com/profile/the-portfolio-strategy-group-llc)
- [Rings Capital Management](https://altss.com/profile/rings-capital-management-llc)

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Last updated: 2026-07-06T01:24:25.865Z

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