STRATEGIC PLANNING, INC.
CRD #139648 SEC #801-110105 COLUMBUS, OH 614-802-0170
SEC Registered
Total AUM
$324.9M
Discretionary
$324.9M
Employees
4
Clients
251
Accounts
1,051
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $324.9M | $324.9M | $0 | 4 | 0 |
| Mar 2024 | $283.6M | $283.6M | $0 | 4 | 0 |
| Mar 2023 | $239.6M | $239.6M | $0 | 3 | 0 |
| Dec 2022 | $269.9M | $269.9M | $0 | 3 | 0 |
| Feb 2022 | $269.9M | $269.9M | $0 | 3 | 0 |
| Mar 2021 | $231.5M | $231.5M | $0 | 3 | 0 |
| May 2020 | $170.6M | $170.6M | $0 | 3 | 0 |
| Feb 2020 | $170.6M | $170.6M | $0 | 3 | 0 |
| Feb 2019 | $138.3M | $138.3M | $0 | 3 | 0 |
| May 2018 | $126.1M | $126.1M | $0 | 3 | 0 |
| Mar 2018 | $126.1M | $126.1M | $0 | 3 | 0 |
| Dec 2017 | $126.1M | $126.1M | $0 | 3 | 787 |
| May 2017 | $109.9M | $109.9M | $0 | 3 | 300 |
| Feb 2017 | $109.9M | $109.9M | $0 | 3 | 300 |
| Jun 2015 | $2.2M | $0 | $2.2M | 3 | 26 |
| Mar 2015 | $2.2M | $0 | $2.2M | 3 | 26 |
| Apr 2014 | $2.1M | $0 | $2.1M | 3 | 26 |
| Feb 2014 | $2.7M | $0 | $2.7M | 3 | 26 |
| Feb 2014 | $2.7M | $0 | $2.7M | 3 | 26 |
| Apr 2013 | $100M | $0 | $100M | 2 | 500 |
| Apr 2012 | $100M | $0 | $100M | 1 | 500 |
| Apr 2011 | $101M | $0 | $101M | 5 | -- |
| Mar 2011 | $101M | $0 | $101M | 5 | -- |
| Mar 2008 | $70M | $0 | $70M | -- | -- |
| Feb 2007 | $57.1M | $0 | $57.1M | 5 | -- |
| Mar 2006 | $0 | $0 | $0 | 5 | -- |
| Feb 2006 | $0 | $0 | $0 | 5 | -- |
DateFeb 2025
Total AUM$324.9M
Discretionary$324.9M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$283.6M
Discretionary$283.6M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$239.6M
Discretionary$239.6M
Non-Disc.$0
Employees3
Clients0
DateDec 2022
Total AUM$269.9M
Discretionary$269.9M
Non-Disc.$0
Employees3
Clients0
DateFeb 2022
Total AUM$269.9M
Discretionary$269.9M
Non-Disc.$0
Employees3
Clients0
DateMar 2021
Total AUM$231.5M
Discretionary$231.5M
Non-Disc.$0
Employees3
Clients0
DateMay 2020
Total AUM$170.6M
Discretionary$170.6M
Non-Disc.$0
Employees3
Clients0
DateFeb 2020
Total AUM$170.6M
Discretionary$170.6M
Non-Disc.$0
Employees3
Clients0
DateFeb 2019
Total AUM$138.3M
Discretionary$138.3M
Non-Disc.$0
Employees3
Clients0
DateMay 2018
Total AUM$126.1M
Discretionary$126.1M
Non-Disc.$0
Employees3
Clients0
DateMar 2018
Total AUM$126.1M
Discretionary$126.1M
Non-Disc.$0
Employees3
Clients0
DateDec 2017
Total AUM$126.1M
Discretionary$126.1M
Non-Disc.$0
Employees3
Clients787
DateMay 2017
Total AUM$109.9M
Discretionary$109.9M
Non-Disc.$0
Employees3
Clients300
DateFeb 2017
Total AUM$109.9M
Discretionary$109.9M
Non-Disc.$0
Employees3
Clients300
DateJun 2015
Total AUM$2.2M
Discretionary$0
Non-Disc.$2.2M
Employees3
Clients26
DateMar 2015
Total AUM$2.2M
Discretionary$0
Non-Disc.$2.2M
Employees3
Clients26
DateApr 2014
Total AUM$2.1M
Discretionary$0
Non-Disc.$2.1M
Employees3
Clients26
DateFeb 2014
Total AUM$2.7M
Discretionary$0
Non-Disc.$2.7M
Employees3
Clients26
DateFeb 2014
Total AUM$2.7M
Discretionary$0
Non-Disc.$2.7M
Employees3
Clients26
DateApr 2013
Total AUM$100M
Discretionary$0
Non-Disc.$100M
Employees2
Clients500
DateApr 2012
Total AUM$100M
Discretionary$0
Non-Disc.$100M
Employees1
Clients500
DateApr 2011
Total AUM$101M
Discretionary$0
Non-Disc.$101M
Employees5
Clients--
DateMar 2011
Total AUM$101M
Discretionary$0
Non-Disc.$101M
Employees5
Clients--
DateMar 2008
Total AUM$70M
Discretionary$0
Non-Disc.$70M
Employees--
Clients--
DateFeb 2007
Total AUM$57.1M
Discretionary$0
Non-Disc.$57.1M
Employees5
Clients--
DateMar 2006
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--