Strategic Planning Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bountiful, UT. Its latest Form ADV filing, dated March 24, 2026, reports $910M in regulatory assets under management, 20 employees, and 4,663 accounts.
Assets Under Management
$910M
Employees
20
Offices
--
Total Clients
1,622
Primary office
BOUNTIFUL, UT
190 SOUTH MAIN STREET, BOUNTIFUL, UT, United States
Top client segmentIndividuals represent 76.4% of total clients.
Top client categories% of clientsClients
1
Individuals
76.4%
1,240
2
HNWI
21.1%
342
3
Pension Plans
2.5%
40
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$910Mas of March 24, 2026
Discretionary100.0%
$910M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$910M
Total Accounts4,663
10Y AUM Change+$718M (+373.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees20
Clients per Employee81:1
10Y Employee Change+13 (+185.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.