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GREAT PLANS CAPITAL MANAGEMENT, LLC
CRD 127717
219 E CHATHAM ST, SUITE 203, CARY, NC, 27511, United States
Phone
919-777-8481
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$10.5M
Discretionary AUM
$0
Team
2 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingPublication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 31 | $3.5M |
| High net worth individuals | 3 | $3.9M |
| Pension/profit sharing plans | 10 | $3.0M |
All web addresses on file
Official SEC filing: View on IAPD