RIA Intel›Advisers›North Carolina›GREAT PLANS CAPITAL MANAGEMENT, LLC

GREAT PLANS CAPITAL MANAGEMENT, LLC

Advisory

CARY, NC

Data as of Mar 18, 2026 · Source: SEC Form ADV

Average account

$198K

across 53 accounts

AUM per adviser

$10M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 18, 2026.

Total AUM

$10M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$10M

Discretionary AUM$0

Non-Discretionary AUM$10M

Discretionary %0%

Total Clients44

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNC

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

44 clients

3 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in NC

Closest by assets under management. All figures from Form ADV.

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INTEGRATED FINANCIAL COACHING AND PLANNING, LLC

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ALLEN, ISAAC REGINALD

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