Strategic Planning, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Columbus, OH. Its latest Form ADV filing, dated March 30, 2026, reports $377M in regulatory assets under management, 4 employees, and 1,156 accounts.
Assets Under Management
$377M
Employees
4
Offices
--
Total Clients
817
Primary office
COLUMBUS, OH
7730 OLENTANGY RIVER ROAD, COLUMBUS, OH, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 56.9% of total clients.
Top client categories% of clientsClients
1
Individuals
56.9%
465
2
HNWI
43.1%
352
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$377Mas of March 30, 2026
Discretionary100.0%
$377M
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$377M
Total Accounts1,156
10Y AUM Change+$267M (+242.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee204:1
10Y Employee Change+1 (+33.3%)
* 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.