RIA Intel›Advisers›Oregon›INTEGRATED CAPITAL PLANNING LLC

INTEGRATED CAPITAL PLANNING LLC

Advisory

BEND, OR

Data as of Mar 19, 2026 · Source: SEC Form ADV

Average account
$398K
across 75 accounts
AUM per adviser
$30M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 19, 2026.

Total AUM
$30M
Discretionary %
100%
Clients
35
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$30M
Discretionary AUM$30M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients35
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InOR
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in OR

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

ENCOMPASS FINANCIAL PLANNING, INC.
WEST LINN, OR
$30M
DIAMOND PEAK WEALTH MANAGEMENT LLC
BEND, OR
$30M
RUBICON GLOBAL HALAL ADVISORS, LLC
PORTLAND, OR
$30M
-81.6% 1Y
BLUEPRINT FINANCIAL CONSULTANTS LLC
PORTLAND, OR
$30M
GRANITE CAPITAL ADVISORS, LLC
BEAVERTON, OR
$30M
-11.3% 1Y
MORGAN, KURT EVAN
BEAVERTON, OR
$29M

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