Investment adviser · CRD 144157
LIFEPLAN GROUP
Investment adviser filing (IA)
LIFEPLAN INVESTMENT ADVISORS, INC
RALEIGH, NC, United States · Form ADV filed Jul 30, 2026
- Regulatory AUM
- $326M Form ADV · Item 5.F
- Client accounts
- 1,083 Accounts, not individual clients
- Employees
- 9 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 140 | $264,210,352 | 81.0% |
| Individuals | 138 | $61,270,190 | 18.8% |
| Corporations & businesses | Fewer than 5 | $514,276 | 0.2% |
Filing source
Form ADV 2120229 · Jul 30, 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
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 30, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Fixed
Principal office
7201 CREEDMOOR RD., SUITE 147RALEIGH, NC, 27613, United States
CRD 144157
Filing source
Form ADV 2120229 · Jul 30, 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.