Core Planning is an SEC registered investment adviser organized as a limited liability company with a primary office location in Ofallon, MO. Its latest Form ADV filing, dated April 24, 2026, reports $525M in regulatory assets under management, 65 employees, and 1,005 accounts.
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 85.9% of total clients.
Top client categories% of clientsClients
1
Individuals
85.9%
745
2
HNWI
14.1%
122
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$525Mas of April 24, 2026
Discretionary95.3%
$500M
95% of total RAUM95.3%
Non-discretionary4.7%
$25M
5% of total RAUM4.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$525M
Total Accounts1,005
10Y AUM Change+$451M (+609.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees65
Clients per Employee13:1
10Y Employee Change+33 (+103.1%)
* 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.