RIA Intel›Advisers›Missouri›K-12 PLANNING LLC

K-12 PLANNING LLC

Advisory

Data as of Mar 24, 2026 · Source: SEC Form ADV

Average account

$78K

across 77 accounts

AUM per adviser

$6M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 24, 2026.

Total AUM

$6M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$6M

Discretionary AUM$6M

Non-Discretionary AUM$492K

Discretionary %91.9%

Total Clients18

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, MO

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

18 clients

2 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 MO

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

PRISM CAPITAL MANAGEMENT, LLC

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COMPTON ADVISORS, LLC

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ST. LOUIS FINANCIAL PLANNERS INC.

CHESTERFIELD, MO

$6M

+6.2% 1Y

BLUEVINE ADVISORS, LLC

KANSAS CITY, MO

$5M

1035 CAPITAL MANAGEMENT LLC

$5M

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