Key facts
- CREATIVE PLANNING is a private equity firm based in OVERLAND PARK, KS with 1 tracked portfolio company.
- Notable positions include Zoe Financial.
- CREATIVE PLANNING reports $1.4B in regulatory assets under management across 5 private funds, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 105348- Regulatory AUM
- $1.4B
- Private fund assets
- $197.4M
- Private funds
- 5 · 5 private equity
- Staff
- 1650
- Registered office
- OVERLAND PARK, KS
- SEC status
- Approved
Discloses a disciplinary history on Form ADV. Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as CREATIVE PLANNING, LLC).
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Portfolio, priced
1 companies · by our current valuations| Company | Industry | Valuation | First invested | Role |
|---|---|---|---|---|
| Zoe Financial | — | $97.6M | — |
Frequently asked
- What companies does CREATIVE PLANNING invest in?
- CREATIVE PLANNING has 1 recorded portfolio companies, including Zoe Financial.
- What is CREATIVE PLANNING's AUM?
- CREATIVE PLANNING manages approximately $1.4B in assets.