Creative Planning
Creative Planning is a private equity investor based in Overland Park, United States. It reports about $197m in private-fund assets across 5 private funds to the US Securities and Exchange Commission (Form ADV, September 2026).
Part of the 311 Institute Global Investors Directory (311institute.com). Last updated .
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Questions and answers
What kind of investor is Creative Planning?
Creative Planning is a private equity investor based in Overland Park, United States.
Where is Creative Planning based?
Creative Planning is headquartered in Overland Park, United States, according to its filing with the US Securities and Exchange Commission.
How much does Creative Planning manage?
It reports about $197m in private-fund assets across 5 private funds to the US Securities and Exchange Commission (Form ADV, September 2026).
Source: US Securities and Exchange Commission adviser record (Form ADV and Form D filings), as of September 2026.
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