Data / Investment advisers / Oregon / CS Planning Corp
CS Planning Corp, Portland, OR: $2 billion AUM, SEC registered investment adviser
CS Planning Corp is an SEC registered investment adviser with its main office in Portland, Oregon and reports $2 billion in regulatory assets under management in its Form ADV filed June 30, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. 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
- 149937
- SEC file number
- 801-70381
- SEC status
- Approved, effective July 10, 2009
- Main office
- 3395 SW Garden View Ave, Portland, OR 97225
- Phone
- (503) 292-5853
- Regulatory AUM
- $1,960,873,373 in the Form ADV filed June 30, 2026
- Discretionary AUM
- $1,960,873,373
- Accounts
- 9,340
- Employees
- 60, of which 49 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 20
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 30, 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 | 541 | $1.06 billion |
| Individuals (other than high net worth individuals) | 3,649 | $886.5 million |
| Corporations or other businesses | 10 | $11.5 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 | $1.96 billion | March 31, 2026 |
| December 1, 2025 | $1.27 billion | November 17, 2025 |
Other advisers in Portland
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Multnomah Group, Inc. | Portland | $2.67 billion | Not listed | adviserinfo.sec.gov |
| Phillips and Company Advisors LLC | Portland | $2.66 billion | Not listed | adviserinfo.sec.gov |
| Variant Investments | Portland | $2.64 billion | 1 | adviserinfo.sec.gov |
| Sellwood Investment Partners LLC | Portland | $2.28 billion | Not listed | adviserinfo.sec.gov |
| TPG Financial Advisors, LLC | Portland | $2.22 billion | Not listed | adviserinfo.sec.gov |
| Endeavour Capital | Portland | $1.89 billion | 7 | adviserinfo.sec.gov |
| Matisse Capital | Portland | $1.63 billion | 1 | adviserinfo.sec.gov |
| M Financial Asset Management, Inc. | Portland | $1.23 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Portland, OR
- Investment advisers in Oregon
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- CS Planning Corp on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. 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.