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Creative Planning Institutional Advisors, LLC CRD 126777
$37.5B regulatory AUM 1,732 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4000 Macarthur Blvd. Suite 1050, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-10-21 |
| FL | RA | APPROVED | 2025-10-16 |
| OH | RA | APPROVED | 2025-08-21 |
| CT | RA | APPROVED | 2025-08-14 |
| IL | RA | APPROVED | 2025-08-14 |
| IN | RA | APPROVED | 2025-08-14 |
| IA | RA | APPROVED | 2025-08-14 |
| MI | RA | APPROVED | 2025-08-14 |
| MO | RA | APPROVED | 2025-08-14 |
| NY | RA | APPROVED | 2025-08-14 |
| PA | RA | APPROVED | 2025-08-14 |
| TX | RA | APPROVED | 2025-08-14 |
| WI | RA | APPROVED | 2025-08-14 |
Branch Locations
4000 Macarthur Blvd. Suite 1050, Newport Beach, CA 92660 • United States
Chicago, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Strategies Investment Group Llc | Oakbrook Terrace | IL | 07/2009 | 07/2025 |
| Capital Strategies Investment Group Llc | Oakbrook Terrace | IL | 03/2020 | 07/2025 |
| Creative Planning Institutional Advisors, Llc | Newport Beach | CA | 08/2025 | Present |
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