Hedge Fund Database

STRATEGIC PLANNING GROUP

STRATEGIC PLANNING GROUP, LLC Legal Name

Adviser information for STRATEGIC PLANNING GROUP last updated from Form ADV on March 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Utah, United States

Employees

Total Number of Employees 18
Investment Advisory/Research 5
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 5
Licensed Agents of an Insurance Company 4
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 3,070 $513.8M
Non-Discretionary 0 $0
Total 3,070 $513.8M

Clients

Type Number RAUM
Individuals 928 $217.2M
HNW Individuals 174 $285.6M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 22 $11.0M
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 0

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers)Educational seminars/workshops
Compensation % of AUMHourly chargesFixed fees% OF PLAN ASSETS; SHARES IN FEES PAID TO THIRD-PARTY ADVISERS

Identifiers

SEC RIA File Number 801-112440
SEC ERA File Number 801-112440
SEC CIK Numbers 1875525
SEC CRD Numbers 113844
Legal Entity Identifier None

Principal Office

190 SOUTH MAIN STREET
BOUNTIFUL
UT
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 801-627-2200, Fax: 801-627-2205

Websites

www.spgutah.com www.instagram.com/strategicplanninggroup www.tiktok.com/@strategicplanninggroup twitter.com/spg_utah www.facebook.com/strategicplanningut www.linkedin.com/company/spgutah www.threads.net/@strategicplanninggroup

Chief Compliance Officer

WILLIAM JEFFREY DRAPER
INVESTMENT ADVISOR REPRESENTATIVE
190 SOUTH MAIN STREET
BOUNTIFUL
UT
United States
Tel: 801-627-2200
Fax: 801-627-2205
(Full email address available in API data)

Regulatory Contact

HEATHER CUNNINGHAM
OFFICE ASSISTANT
190 SOUTH MAIN STREET
BOUNTIFUL
UT
United States
Tel: 801-627-2200
Fax: 801-627-2205
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
CRANER, RYAN, EUGENE Individual – MANAGING MEMBER 08/1999 > 75%
DRAPER, WILLIAM, JEFFREY Individual – CHIEF COMPLIANCE OFFICER 06/2021 < 5%

No. Employees, Historic

2010020192020202120222023202420257 on 6/13/20197 on 3/23/20207 on 6/19/20207 on 7/7/20207 on 2/15/20218 on 5/21/20219 on 6/7/20219 on 6/9/20219 on 8/20/20219 on 2/10/20229 on 3/9/20229 on 6/20/20229 on 9/8/20229 on 2/10/202317 on 4/27/202317 on 8/28/202317 on 8/29/202317 on 11/30/202318 on 3/26/2024

RAUM, Historic

600M300M02019202020212022202320242025157951999 on 6/13/2019219489448 on 3/23/2020219489448 on 6/19/2020219489448 on 7/7/2020370500000 on 2/15/2021404261473 on 5/21/2021404261473 on 6/7/2021404261473 on 6/9/2021404261473 on 8/20/2021454036134 on 2/10/2022454036134 on 3/9/2022374971917 on 6/20/2022374971917 on 9/8/2022368489537 on 2/10/2023368489537 on 4/27/2023431829798 on 8/28/2023431829798 on 8/29/2023431829798 on 11/30/2023513845387 on 3/26/2024

No. Clients, Historic

2,0001,00002019202020212022202320242025492 on 6/13/2019612 on 3/23/2020612 on 6/19/2020612 on 7/7/2020784 on 2/15/2021699 on 5/21/2021699 on 6/7/2021699 on 6/9/2021699 on 8/20/2021795 on 2/10/2022795 on 3/9/2022990 on 6/20/2022990 on 9/8/2022965 on 2/10/2023965 on 4/27/20231044 on 8/28/20231044 on 8/29/20231044 on 11/30/20231124 on 3/26/2024

Holdings

From latest 13F, filed August 2nd, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
3M CO COM 6M 55K –
ABBVIE INC COM 6M 32K –
ADOBE INC COM 6M 11K –
ADVANCED MICRO DEVICES INC COM 3M 20K –
ALPHABET INC CAP STK CL C 16M 87K –
AMAZON COM INC COM 22M 116K –
AMERICAN EXPRESS CO COM 3M 11K –
AMERICAN TOWER CORP NEW COM 4M 19K –
APPLE INC COM 27M 127K –
ASML HOLDING N V N Y REGISTRY SHS 4M 4K –
AT&T INC COM 213K 11K –
BANK AMERICA CORP COM 214K 5K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 6M 14K –
BROADCOM INC COM 4M 2K –
CISCO SYS INC COM 6M 120K –
CLOUDFLARE INC CL A COM 4M 47K –
COSTCO WHSL CORP NEW COM 12M 14K –
CROWDSTRIKE HLDGS INC CL A 4M 11K –
DANAHER CORPORATION COM 3M 13K –
DRAFTKINGS INC NEW COM CL A 3M 67K –
DUKE ENERGY CORP NEW COM NEW 3M 34K –
ELI LILLY & CO COM 3M 3K –
EOG RES INC COM 4M 30K –
ETFIS SER TR I VIRTUS NEWFLEET 10M 428K –
FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 11M 132K –
FIRST TR VALUE LINE DIVID IN SHS 10M 257K –
GOLDMAN SACHS GROUP INC COM 3M 7K –
HARTFORD FDS EXCHANGE TRADED TOTAL RTRN ETF 4M 109K –
HOME DEPOT INC COM 2M 6K –
HONEYWELL INTL INC COM 4M 17K –
INTERNATIONAL BUSINESS MACHS COM 6M 32K –
INTUIT COM 4M 6K –
INTUITIVE SURGICAL INC COM NEW 5M 12K –
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 14M 73K –
INVESCO QQQ TR UNIT SER 1 531K 1K –
J P MORGAN EXCHANGE TRADED F ACTIVE GROWTH 14M 188K –
J P MORGAN EXCHANGE TRADED F ACTIVE VALUE ETF 11M 191K –
J P MORGAN EXCHANGE TRADED F CORE PLUS BD ETF 1M 23K –
JOHNSON & JOHNSON COM 2M 16K –
JOHNSON CTLS INTL PLC SHS 3M 49K –
JPMORGAN CHASE & CO. COM 6M 28K –
LOCKHEED MARTIN CORP COM 4M 8K –
LOWES COS INC COM 2M 10K –
MASTERCARD INCORPORATED CL A 2M 5K –
META PLATFORMS INC CL A 8M 15K –
MICROSOFT CORP COM 18M 41K –
NETFLIX INC COM 12M 17K –
NEXTERA ENERGY INC COM 3M 46K –
NIO INC SPON ADS 4M 848K –
NORTHROP GRUMMAN CORP COM 4M 9K –
NVIDIA CORPORATION COM 26M 208K –
OKTA INC CL A 2M 25K –
ORACLE CORP COM 4M 25K –
PALO ALTO NETWORKS INC COM 7M 21K –
PHILLIPS 66 COM 4M 25K –
PRINCIPAL EXCHANGE TRADED FD ACTIVE HIGH YL 13M 665K –
PROCTER AND GAMBLE CO COM 3M 20K –
RTX CORPORATION COM 3M 32K –
SALESFORCE INC COM 4M 15K –
SCHWAB STRATEGIC TR US LCAP GR ETF 14M 137K –
SCHWAB STRATEGIC TR US LRG CAP ETF 234K 4K –
SHOPIFY INC CL A 4M 57K –
SOLVENTUM CORP COM SHS 416K 8K –
SPDR S&P 500 ETF TR TR UNIT 236K 433 –
SPDR SER TR PORTFOLIO INTRMD 3M 95K –
SUPER MICRO COMPUTER INC COM 3M 3K –
TESLA INC COM 13M 64K –
THERMO FISHER SCIENTIFIC INC COM 3M 6K –
TRAVELERS COMPANIES INC COM 3M 15K –
UNITEDHEALTH GROUP INC COM 5M 10K –
US BANCORP DEL COM NEW 4M 92K –
VEEVA SYS INC CL A COM 4M 20K –
VICTORY PORTFOLIOS II CORE INTERMEDIAT 1M 23K –
VICTORY PORTFOLIOS II VCSHS US EQ INCM 10M 176K –
WALMART INC COM 11M 166K –