Data / Investment advisers / North Carolina / Lifeplan Group
Lifeplan Group, Raleigh, NC: $326 million AUM, SEC registered investment adviser
Lifeplan Group is an SEC registered investment adviser with its main office in Raleigh, North Carolina and reports $326 million in regulatory assets under management in its Form ADV filed July 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, fixed fees and other fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 144157
- SEC file number
- 801-122570
- SEC status
- Approved, effective November 16, 2021
- Legal name
- Lifeplan Investment Advisors, Inc
- Main office
- 7201 Creedmoor Rd. Suite 147, Raleigh, NC 27613
- Phone
- (919) 858-6119
- Website
- lifeplangroup.com
- Regulatory AUM
- $325,994,818 in the Form ADV filed July 30, 2026
- Discretionary AUM
- $325,994,818
- Accounts
- 1,083
- Employees
- 9, of which 4 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, fixed fees, other fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 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 | 140 | $264.2 million |
| Individuals (other than high net worth individuals) | 138 | $61.3 million |
| Corporations or other businesses | Fewer than 5 | $514,276 |
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 | $326 million | March 30, 2026 |
| December 1, 2025 | $238.6 million | March 26, 2025 |
Other advisers in Raleigh
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Advisorstrust Partners LLC | Raleigh | $435.3 million | Not listed | adviserinfo.sec.gov |
| Armor Investment Advisors, LLC | Raleigh | $356 million | Not listed | adviserinfo.sec.gov |
| HCG Fund Management LP | Raleigh | $347.3 million | 10 | adviserinfo.sec.gov |
| Lewis Financial Management, LLC | Raleigh | $338.7 million | Not listed | adviserinfo.sec.gov |
| Advisorengine Portfolio Solutions Inc. | Raleigh | $331.3 million | Not listed | adviserinfo.sec.gov |
| First Financial Group | Raleigh | $317 million | Not listed | adviserinfo.sec.gov |
| First Oak Wealth Management, LLC | Raleigh | $316.2 million | Not listed | adviserinfo.sec.gov |
| Beacon Financial Strategies Corp. | Raleigh | $309.4 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Raleigh, NC
- Investment advisers in North Carolina
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Lifeplan Group 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.