Investment adviser · CRD 105348

CREATIVE PLANNING

Investment adviser filing (IA)

CREATIVE PLANNING, LLC

OVERLAND PARK, KS, United States · Form ADV filed Jul 10, 2026

Regulatory AUM: $296B
Client accounts: 320,323
Employees: 1,650
Advisory professionals: 1,538

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	39,511	$164,439,796,326	55.6%
Retirement plans	10,861	$96,021,955,261	32.5%
Individuals	47,540	$19,523,044,995	6.6%
Corporations & businesses	1,847	$7,131,878,094	2.4%
Charities	335	$4,142,065,963	1.4%
Government entities	199	$3,387,879,864	1.1%
Pooled investment vehicles	5	$921,982,568	0.3%

Filing source

Form ADV 2118342 · Jul 10, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

5 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

CAIS PRIVATE EQUITY CORE I, L.P.Private Equity Fund · Last reported Jul 10, 2026$122MGross asset value

Form D fundraising filings

CAIS Private Equity Core I, L.P.

Fund administrator SEI GLOBAL SERVICES, INC. OAK, Pennsylvania, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor ERNST AND YOUNG LLP NEW YORK, New York, United States

Custodian SEI PRIVATE TRUST COMPANY OAKS, Pennsylvania, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

ERNST AND YOUNG LLP
PCAOB 42

Fund details & source

Fund ID: 805-1388737558
Reported beneficial owners: 287
Minimum commitment: $250K
Form D file number: 021-452653

Form ADV 2118342 · Jul 10, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

CAIS PRIVATE EQUITY CORE II, L.P.Private Equity Fund · Last reported Jul 10, 2026$62.3MGross asset value

Form D fundraising filings

CAIS Private Equity Core II, L.P.

Fund administrator SEI GLOBAL SERVICES, INC. OAK, Pennsylvania, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor ERNST AND YOUNG LLP NEW YORK, New York, United States

Custodian SEI PRIVATE TRUST COMPANY OAKS, Pennsylvania, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

ERNST AND YOUNG LLP
PCAOB 42

Fund details & source

Fund ID: 805-4027231353
Reported beneficial owners: 251
Minimum commitment: $250K
Form D file number: 021-474170

Form ADV 2118342 · Jul 10, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

LENOX HPE, LLCPrivate Equity Fund · Last reported Jul 10, 2026$11.2MGross asset value

Form D fundraising filings

Lenox HPE, LLC

Custodian INSPIRA FINANCIAL OAK BROOK, Illinois, United States Related to adviser: No

Provider details

Annual audit: No
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

Fund details & source

Fund ID: 805-5247963015
Reported beneficial owners: 35
Minimum commitment: $350K
Form D file number: 021-254001

Form ADV 2118342 · Jul 10, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

LENOX PE FUND I, LLCPrivate Equity Fund · Last reported Jul 10, 2026$1.72MGross asset value

Form D fundraising filings

Lenox PE Fund I, LLC

Custodian INSPIRA FINANCIAL OAK BROOK, Illinois, United States Related to adviser: No

Provider details

Annual audit: No
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

Fund details & source

Fund ID: 805-1194753711
Reported beneficial owners: 40
Minimum commitment: $250K
Form D file number: 021-159899

Form ADV 2118342 · Jul 10, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

LENOX BLUE CHIP, LLCPrivate Equity Fund · Last reported Jul 10, 2026$224KGross asset value

Form D fundraising filings

Lenox Blue Chip Fund, LLC

Custodian INSPIRA FINANCIAL OAK BROOK, Illinois, United States Related to adviser: No

Provider details

Annual audit: No
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

Fund details & source

Fund ID: 805-9979052120
Reported beneficial owners: 38
Minimum commitment: $250K
Form D file number: 021-159943

Form ADV 2118342 · Jul 10, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Jul 10, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting · Selection of other advisers · Educational seminars

Compensation

Percentage of assets · Hourly · Fixed

Principal office

5454 W. 110TH STREET
OVERLAND PARK, KS, 66211, United States

CRD 105348

Filing source

Form ADV 2118342 · Jul 10, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.