Data / Investment advisers / Oklahoma / Comprehensive Financial Planning Inc
Comprehensive Financial Planning Inc, Oklahoma City, OK: $176 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Comprehensive Financial Planning Inc is an SEC registered investment adviser with its main office in Oklahoma City, Oklahoma and reports $176 million in regulatory assets under management in its Form ADV filed March 11, 2026. Its clients include individuals and high net worth individuals. It is paid through a percentage of assets under management and hourly charges.
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- Registration
- SEC registered investment adviser
- CRD number
- 109822
- SEC file number
- 801-31935
- SEC status
- Approved, effective May 19, 1988
- Main office
- 2919 United Founders Blvd., Oklahoma City, OK 73112
- Phone
- (405) 879-1117
- Regulatory AUM
- $175,954,952 in the Form ADV filed March 11, 2026
- Non discretionary AUM
- $175,954,952
- Accounts
- 328
- Employees
- 2, of which 2 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 11, 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 |
|---|---|---|
| Individuals (other than high net worth individuals) | 93 | $115.8 million |
| High net worth individuals | 7 | $60.1 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 |
|---|---|---|
| April 1, 2026 | $176 million | March 11, 2026 |
| December 1, 2025 | $182.5 million | March 18, 2025 |
Other advisers in Oklahoma City
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Lig Capital Management, LLC | Oklahoma City | $250.4 million | Not listed | adviserinfo.sec.gov |
| Bison Capital Advisors, LLC | Oklahoma City | $250 million | Not listed | adviserinfo.sec.gov |
| Adaptation Financial Advisors Inc. | Oklahoma City | $233.6 million | Not listed | adviserinfo.sec.gov |
| Asset Management Advisors, LLC | Oklahoma City | $221.3 million | Not listed | adviserinfo.sec.gov |
| Redstone Wealth Management, LLC | Oklahoma City | $187.7 million | Not listed | adviserinfo.sec.gov |
| Servo Wealth Management LLC | Oklahoma City | $173.8 million | Not listed | adviserinfo.sec.gov |
| G. Dewayne McAnally | Oklahoma City | $170.1 million | Not listed | adviserinfo.sec.gov |
| F.I.G. Financial Advisory Services, Inc. | Oklahoma City | $162.4 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Oklahoma City, OK
- Investment advisers in Oklahoma
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Comprehensive Financial Planning 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.