RIA Intel›Advisers›District of Columbia›PLANNING FOR PROGRESS, LLC

PLANNING FOR PROGRESS, LLC

Advisory

DC

Data as of Feb 11, 2026 · Source: SEC Form ADV

Rank in DC

#114

of 126 advisers by AUM

Average account

$116K

across 227 accounts

AUM per adviser

$26M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 11, 2026.

Total AUM

$26M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$26M

Discretionary AUM$26M

Non-Discretionary AUM$90K

Discretionary %99.7%

Total Clients55

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InDC, MD, TX

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

55 clients

12 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in DC

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

KATZ-MOSES FINANCIAL LLC

$25M

ADVOCATE WEALTH, LLC

$25M

WASHINGTON ASSET MANAGEMENT INC

$25M

BUSHIDO CAPITAL PARTNERS LLC

$29M

CINTRA FUND MANAGEMENT, LLC

$30M

SHB ADVISORS, LLC

$22M

Get the full picture on PLANNING FOR PROGRESS, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track PLANNING FOR PROGRESS, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans