Cs Planning Corp is an SEC registered investment adviser organized as a corporation with a primary office location in Portland, OR. Its latest Form ADV filing, dated April 30, 2026, reports $2.0B in regulatory assets under management, 60 employees, 33 offices, and 9,340 accounts.
Assets Under Management
$2.0B
Employees
60
Offices
33 offices
Total Clients
4,200
Primary office
PORTLAND, OR
3395 SW GARDEN VIEW AVE, PORTLAND, OR, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 86.9% of total clients.
Top client categories% of clientsClients
1
Individuals
86.9%
3,649
2
HNWI
12.9%
541
3
Corporations
0.2%
10
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.0Bas of April 30, 2026
Discretionary100.0%
$2.0B
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.
Total AUM$2.0B
Total Accounts9,340
10Y AUM Change+$1.8B (+842.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees60
Clients per Employee70:1
10Y Employee Change+44 (+275.0%)
* 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.