Spartan Planning Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in Greensboro, NC. Its latest Form ADV filing, dated March 2, 2026, reports $384M in regulatory assets under management, 5 employees, and 1,006 accounts.
Assets Under Management
$384M
Employees
5
Offices
--
Total Clients
213
Primary office
GREENSBORO, NC
1931 NEW GARDEN RD, STE 220, GREENSBORO, NC, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 50.7% of total clients.
Top client categories% of clientsClients
1
Individuals
50.7%
108
2
HNWI
41.3%
88
3
Pension Plans
6.6%
14
4
Corporations
1.4%
3
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$384Mas of March 2, 2026
Discretionary51.8%
$199M
52% of total RAUM51.8%
Non-discretionary48.2%
$185M
48% of total RAUM48.2%
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$384M
Total Accounts1,006
10Y AUM Change+$251M (+190.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee43:1
10Y Employee Change-3 (-37.5%)
* 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.