Creative Planning has announced its latest asset management figures in a recent SEC filing, revealing a total asset value of approximately $178.72 billion as of September 30, 2026. This significant figure underscores the firm's robust position within the investment advisory sector.

The filing, made on November 2, 2026, details the company's holdings across various sectors. Creative Planning has been actively managing a diverse portfolio, which includes substantial investments in technology and healthcare sectors, among others. The firm’s compliance director, Rebecca Havens, signed off on the document, emphasizing the importance of transparency in their operations.

Background

Creative Planning, based in Overland Park, Kansas, is recognized as a significant player in the investment advisory industry. The firm is categorized under the SEC's classification for investment advisors, focusing on providing tailored financial planning and asset management services. The company's recent filings include multiple 13F-HR forms, with the latest being submitted on November 2, 2026, and covering the third quarter of the year.

What the Filing Says

The latest filing indicates that Creative Planning holds a total of 7,283 positions across various investments, with a total value of $178,719,837,289. This comprehensive report highlights the firm's extensive reach and strategic asset allocation. The filing also notes that the firm has included another manager, Creative Planning Trust Co LLC, in its reporting.

Impact

This filing may impact investors and stakeholders within the investment advisory sector, as it reflects Creative Planning's ability to attract and manage substantial assets. Competitors will likely analyze these figures to gauge market trends and investor preferences, which could influence their own strategies moving forward.

What's Next

The filing does not say what happens next, but it sets the stage for future updates regarding Creative Planning’s asset management strategies and market positioning.