CS PLANNING CORP
Latest filing: Jul 18, 2025 (53 days ago)
AUM
$1,266,223,484
32% change vs. 1 year ago
145% change vs. 3 years ago
220% change vs. 5 years ago
535% change vs. 10 years ago
Employee Count
60
3% change vs. 1 year ago
114% change vs. 3 years ago
275% change vs. 5 years ago
362% change vs. 10 years ago
Main Office
PORTLAND, OR
3395 SW GARDEN VIEW AVE, PORTLAND, OR, UNITED STATES, 97225
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $1.3 |
| Non-Discretionary | $0.0 |
| Total | $1.3 |
| Client | AUM |
|---|---|
| Retail | $1.3 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $1.3 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 2,463 | $0.6 |
| Average Individual AUM | $239,184 | |
| HNW | 343 | $0.7 |
| Average HNW AUM | $1,938,010 | |
| Retail Total | 2,806 | $1.3 |
| Average Retail AUM | $446,845 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| FIDELITY DISTRIBUTORS COMPANY LLC | COVINGTON-KY-USA | $0.7 |
| CHARLES SCHWAB & CO., INC. | WESTLAKE-TX-USA | $0.2 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $1.3 |
| Retail SMA AUM | $1.3 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 19% | $0.2 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 1% | $0.0 |
| Municipal | 1% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 64% | $0.8 |
| Other Pools | 1% | $0.0 |
| Cash | 14% | $0.2 |
| Other | 0% | $0.0 |
| Total | 100% | $1.3 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| FOCUS POINT SOLUTIONS, INC | $6.8 | 131195 | |
| THE H GROUP, INC. | $0.6 | 106801 | |
| PALOUSE CAPITAL MANAGEMENT, INC. | $0.3 | 104573 | |
| THE H GROUP WASHINGTON, INC. | $0.3 | 300464 | |
| MGM LLC | $0.1 | 136725 |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
Representatives
35 active representatives found, showing 20 random
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| RICHARD BINGAMAN | PORTLAND | OR | S65|2018-08-23 | ||||||
| CHRISTIAN KANG | PORTLAND | OR | S65|2020-12-26 | ||||||
| DANIEL VANDERGRIFF | PORTLAND | OR | S63|1998-10-15|S66|2001-02-06 | ||||||
| HOON KANG | PORTLAND | OR | S63|1999-02-18 | CERTIFIED FINANCIAL PLANNER|CHARTERED FINANCIAL CONSULTANT | |||||
| JAMES PLUMLEE | PORTLAND | OR | S63|1989-03-30|S65|1998-12-03 | ||||||
| NICHOLAS SELTUN | PORTLAND | OR | S63|2007-08-08|S66|2009-03-26 | ||||||
| ROBERT MORIN | PORTLAND | OR | S63|1993-09-21|S65|1995-10-27 | ||||||
| MARTIN CURRY | PORTLAND | OR | CERTIFIED FINANCIAL PLANNER|CHARTERED FINANCIAL CONSULTANT | ||||||
| CATHERINE KESSLER | PORTLAND | OR | S63|1994-02-14|S65|2014-10-01 | ||||||
| JOHN GUSTAFSSON | PORTLAND | OR | S63|2021-11-16|S65|2023-03-13 | ||||||
| LON MERRITT | PORTLAND | OR | S63|1986-08-26 | CERTIFIED FINANCIAL PLANNER | |||||
| ERIC HALLIN | PORTLAND | OR | S63|2010-09-09|S66|2012-03-20 | ||||||
| AMY RUSCH | PORTLAND | OR | S63|2011-09-30|S66|2017-09-08 | ||||||
| CHARLES BURMASTER | PORTLAND | OR | S66|2020-05-04 | ||||||
| WESLEY KANG | PORTLAND | OR | S65|2020-12-28 | ||||||
| CURT STAUFFER | PORTLAND | OR | S63|1995-10-12|S65|2007-12-20 | ||||||
| WALTER RICHARDSON | PORTLAND | OR | S63|1998-01-24|S65|1999-06-04|S66|2012-10-17 | ||||||
| EVAN KELLENBERGER | PORTLAND | OR | S63|1993-09-07|S65|1998-02-17 | ||||||
| MIKE GOYARTS | PORTLAND | OR | S63|1996-06-21|S65|2005-05-31 | ||||||
| TAYLOR LEARY | PORTLAND | OR | S66|2009-11-05 | CERTIFIED FINANCIAL PLANNER | |||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-08-01 | $1.3 | $0.0 | 0% | 60 | 0 | 0% |
| 2025-04-21 | $1.3 | $0.0 | 0% | 59 | 1 | 2% |
| 2024-04-02 | $1.0 | $0.3 | 32% | 58 | 2 | 3% |
| 2023-04-04 | $0.5 | $0.7 | 133% | 46 | 14 | 30% |
| 2022-04-01 | $0.5 | $0.7 | 145% | 28 | 32 | 114% |
| 2021-04-05 | $0.3 | $0.9 | 264% | 20 | 40 | 200% |
| 2020-04-01 | $0.4 | $0.9 | 220% | 16 | 44 | 275% |
| 2019-04-01 | $0.5 | $0.8 | 155% | 21 | 39 | 186% |
| 2018-04-02 | $0.4 | $0.9 | 220% | 17 | 43 | 253% |
| 2017-04-01 | $0.2 | $1.1 | 509% | 16 | 44 | 275% |
| 2016-04-01 | $0.1 | $1.2 | 1762% | 16 | 44 | 275% |
| 2015-04-01 | $0.2 | $1.1 | 535% | 13 | 47 | 362% |
| 2014-04-01 | $0.2 | $1.1 | 604% | 13 | 47 | 362% |
| 2013-04-01 | $0.2 | $1.1 | 738% | 12 | 48 | 400% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| OR, AK-12/15/2023, AZ-07/28/2020, CA-03/29/2016, CO-10/13/2020, DC-03/24/2021, DE-10/15/2018, FL-11/30/2017, GA-08/12/2022, HI-01/04/2016, ID-03/29/2024, IL-04/26/2023, IN-04/01/2025, LA-01/04/2010, MA-07/10/2013, MD-03/31/2023, MI-03/31/2023, MN-04/01/2025, MS-01/04/2010, MT-04/01/2025, NC-01/04/2023, NE-03/29/2024, NH-09/26/2018, NJ-03/31/2023, NV-02/25/2022, NY-07/10/2013, OH-03/31/2023, OK-10/03/2017, OR-08/22/2011, PA-01/16/2013, RI-01/04/2016, SC-01/21/2022, TN-03/31/2023, TX-01/04/2010, VA-03/31/2023, WA-03/29/2016, WI-03/29/2024, WY-08/18/2023 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV