STRATEGIC PLANNING GROUP, LLC
Legal name: STRATEGIC PLANNING GROUP
CRD #113844 SEC #801-112440 BOUNTIFUL, UT 801-627-2200
SEC Registered Disclosures
Total AUM
$813.4M
Discretionary
$813.4M
Employees
19
Clients
0
Accounts
3,999
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $813.4M | $813.4M | $0 | 19 | 0 |
| Mar 2025 | $660.6M | $660.6M | $0 | 19 | 0 |
| Dec 2024 | $513.8M | $513.8M | $0 | 18 | 0 |
| Aug 2024 | $513.8M | $513.8M | $0 | 18 | 0 |
| Apr 2024 | $513.8M | $513.8M | $0 | 18 | 0 |
| Mar 2024 | $513.8M | $513.8M | $0 | 18 | 0 |
| Nov 2023 | $431.8M | $431.8M | $0 | 17 | 0 |
| Aug 2023 | $431.8M | $431.8M | $0 | 17 | 0 |
| Aug 2023 | $431.8M | $431.8M | $0 | 17 | 0 |
| Apr 2023 | $368.5M | $368.5M | $0 | 17 | 0 |
| Feb 2023 | $368.5M | $368.5M | $0 | 9 | 0 |
| Sep 2022 | $375M | $375M | $0 | 9 | 0 |
| Jun 2022 | $375M | $375M | $0 | 9 | 0 |
| Mar 2022 | $454M | $454M | $0 | 9 | 0 |
| Feb 2022 | $454M | $454M | $0 | 9 | 0 |
| Aug 2021 | $404.3M | $404.3M | $0 | 9 | 0 |
| Jun 2021 | $404.3M | $404.3M | $0 | 9 | 0 |
| Jun 2021 | $404.3M | $404.3M | $0 | 9 | 0 |
| May 2021 | $404.3M | $404.3M | $0 | 8 | 0 |
| Feb 2021 | $370.5M | $370.5M | $0 | 7 | 0 |
| Jul 2020 | $219.5M | $219.5M | $0 | 7 | 0 |
| Jun 2020 | $219.5M | $219.5M | $0 | 7 | 0 |
| Mar 2020 | $219.5M | $219.5M | $0 | 7 | 0 |
| Jun 2019 | $158M | $158M | $0 | 7 | 0 |
| Jan 2019 | $158M | $158M | $0 | 6 | 0 |
| Nov 2018 | $176.1M | $176.1M | $0 | 7 | 0 |
| Nov 2018 | $176.1M | $176.1M | $0 | 7 | 0 |
| Oct 2018 | $192.3M | $156.2M | $36.1M | 7 | 0 |
| Mar 2018 | $192.3M | $156.2M | $36.1M | 7 | 0 |
| Jan 2018 | $181.1M | $145M | $36.1M | 7 | 0 |
| Jan 2018 | $181.1M | $145M | $36.1M | 6 | 0 |
| May 2016 | $0 | $0 | $0 | 7 | 438 |
| Apr 2016 | $0 | $0 | $0 | 7 | 438 |
| Mar 2016 | $0 | $0 | $0 | 7 | 438 |
| Mar 2016 | $141.2M | $73.7M | $67.5M | 7 | 700 |
| Jan 2016 | $141.2M | $73.7M | $67.5M | 6 | 700 |
| Sep 2015 | $141.2M | $73.7M | $67.5M | 5 | 700 |
DateAug 2025
Total AUM$813.4M
Discretionary$813.4M
Non-Disc.$0
Employees19
Clients0
DateMar 2025
Total AUM$660.6M
Discretionary$660.6M
Non-Disc.$0
Employees19
Clients0
DateDec 2024
Total AUM$513.8M
Discretionary$513.8M
Non-Disc.$0
Employees18
Clients0
DateAug 2024
Total AUM$513.8M
Discretionary$513.8M
Non-Disc.$0
Employees18
Clients0
DateApr 2024
Total AUM$513.8M
Discretionary$513.8M
Non-Disc.$0
Employees18
Clients0
DateMar 2024
Total AUM$513.8M
Discretionary$513.8M
Non-Disc.$0
Employees18
Clients0
DateNov 2023
Total AUM$431.8M
Discretionary$431.8M
Non-Disc.$0
Employees17
Clients0
DateAug 2023
Total AUM$431.8M
Discretionary$431.8M
Non-Disc.$0
Employees17
Clients0
DateAug 2023
Total AUM$431.8M
Discretionary$431.8M
Non-Disc.$0
Employees17
Clients0
DateApr 2023
Total AUM$368.5M
Discretionary$368.5M
Non-Disc.$0
Employees17
Clients0
DateFeb 2023
Total AUM$368.5M
Discretionary$368.5M
Non-Disc.$0
Employees9
Clients0
DateSep 2022
Total AUM$375M
Discretionary$375M
Non-Disc.$0
Employees9
Clients0
DateJun 2022
Total AUM$375M
Discretionary$375M
Non-Disc.$0
Employees9
Clients0
DateMar 2022
Total AUM$454M
Discretionary$454M
Non-Disc.$0
Employees9
Clients0
DateFeb 2022
Total AUM$454M
Discretionary$454M
Non-Disc.$0
Employees9
Clients0
DateAug 2021
Total AUM$404.3M
Discretionary$404.3M
Non-Disc.$0
Employees9
Clients0
DateJun 2021
Total AUM$404.3M
Discretionary$404.3M
Non-Disc.$0
Employees9
Clients0
DateJun 2021
Total AUM$404.3M
Discretionary$404.3M
Non-Disc.$0
Employees9
Clients0
DateMay 2021
Total AUM$404.3M
Discretionary$404.3M
Non-Disc.$0
Employees8
Clients0
DateFeb 2021
Total AUM$370.5M
Discretionary$370.5M
Non-Disc.$0
Employees7
Clients0
DateJul 2020
Total AUM$219.5M
Discretionary$219.5M
Non-Disc.$0
Employees7
Clients0
DateJun 2020
Total AUM$219.5M
Discretionary$219.5M
Non-Disc.$0
Employees7
Clients0
DateMar 2020
Total AUM$219.5M
Discretionary$219.5M
Non-Disc.$0
Employees7
Clients0
DateJun 2019
Total AUM$158M
Discretionary$158M
Non-Disc.$0
Employees7
Clients0
DateJan 2019
Total AUM$158M
Discretionary$158M
Non-Disc.$0
Employees6
Clients0
DateNov 2018
Total AUM$176.1M
Discretionary$176.1M
Non-Disc.$0
Employees7
Clients0
DateNov 2018
Total AUM$176.1M
Discretionary$176.1M
Non-Disc.$0
Employees7
Clients0
DateOct 2018
Total AUM$192.3M
Discretionary$156.2M
Non-Disc.$36.1M
Employees7
Clients0
DateMar 2018
Total AUM$192.3M
Discretionary$156.2M
Non-Disc.$36.1M
Employees7
Clients0
DateJan 2018
Total AUM$181.1M
Discretionary$145M
Non-Disc.$36.1M
Employees7
Clients0
DateJan 2018
Total AUM$181.1M
Discretionary$145M
Non-Disc.$36.1M
Employees6
Clients0
DateMay 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients438
DateApr 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients438
DateMar 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients438
DateMar 2016
Total AUM$141.2M
Discretionary$73.7M
Non-Disc.$67.5M
Employees7
Clients700
DateJan 2016
Total AUM$141.2M
Discretionary$73.7M
Non-Disc.$67.5M
Employees6
Clients700
DateSep 2015
Total AUM$141.2M
Discretionary$73.7M
Non-Disc.$67.5M
Employees5
Clients700