Data / Investment advisers / Nevada / American Retirement Planning Group Inc
American Retirement Planning Group Inc, Las Vegas, NV: $348 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
American Retirement Planning Group Inc is an SEC registered investment adviser with its main office in Las Vegas, Nevada and reports $348 million in regulatory assets under management in its Form ADV filed August 18, 2026. Its clients include high net worth individuals, pension and profit sharing plans and individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 108300
- SEC file number
- 801-110254
- SEC status
- Approved, effective April 5, 2017
- Main office
- 1120 N. Town Center Dr. Suite 140, Las Vegas, NV 89144
- Phone
- (702) 655-8300
- Website
- intelligentinvestment.com
- Regulatory AUM
- $348,138,260 in the Form ADV filed August 18, 2026
- Discretionary AUM
- $330,235,465
- Non discretionary AUM
- $17,902,795
- Accounts
- 870
- Employees
- 5, of which 2 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- August 18, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 52 | $132.6 million |
| Pension and profit sharing plans | 71 | $124.8 million |
| Individuals (other than high net worth individuals) | 744 | $85.5 million |
| Charitable organizations | 3 | $5.2 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $348.1 million | February 9, 2026 |
| December 1, 2025 | $289.4 million | March 3, 2025 |
Other advisers in Las Vegas
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Buckley Wealth | Las Vegas | $644 million | Not listed | adviserinfo.sec.gov |
| Rareview Capital LLC | Las Vegas | $537.5 million | Not listed | adviserinfo.sec.gov |
| Kingsbridge Wealth Management, Inc. | Las Vegas | $469.3 million | Not listed | adviserinfo.sec.gov |
| Oak Harbor Capital, LLC | Las Vegas | $442.1 million | 18 | adviserinfo.sec.gov |
| Investment Management Consultants | Las Vegas | $440.3 million | Not listed | adviserinfo.sec.gov |
| Mission Financial Group, LLC | Las Vegas | $310.9 million | Not listed | adviserinfo.sec.gov |
| Winans Investments | Las Vegas | $305.6 million | Not listed | adviserinfo.sec.gov |
| One Wealth Map, LLC | Las Vegas | $287.4 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Las Vegas, NV
- Investment advisers in Nevada
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving pension and profit sharing plans
- American Retirement Planning Group Inc on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.