Lifeplan Group is an SEC registered investment adviser organized as a corporation with a primary office location in Raleigh, NC. Its latest Form ADV filing, dated March 30, 2026, reports $326M in regulatory assets under management, 9 employees, and 1,083 accounts.
Assets Under Management
$326M
Employees
9
Offices
--
Total Clients
278
Primary office
RALEIGH, NC
7201 CREEDMOOR RD., SUITE 147, RALEIGH, NC, United States
Top client segmentHNWI represent 50.4% of total clients.
Top client categories% of clientsClients
1
HNWI
50.4%
140
2
Individuals
49.6%
138
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$326Mas of March 30, 2026
Discretionary100.0%
$326M
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$326M
Total Accounts1,083
10Y AUM Change+$200M (+158.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee31:1
10Y Employee Change+4 (+80.0%)
* 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.