Strategic Planning Group, Llc
- Regulatory AUM
- $910M
- Discretionary
- $910M
- Clients
- 1,622
- Avg AUM / client
- $561K
- Accounts
- 4,663
- Employees
- 20
AUM over time
Annual snapshots from Form ADV filings · as of Mar 24, 2026
Investments (13F portfolio — 75 positions, $917,971,056)
13F period Jun 30, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | First Tr Exchange Traded Fd | STRUCTURED CR IN | $59,318,623 | 2,869,793 | 6.46% | 6.52% |
| 2 | Spdr Series Trust | ST INTER BD ETF | $58,438,660 | 1,746,523 | 6.37% | 6.42% |
| 3 | Apple Inc | COM | $40,711,863 | 140,696 | 4.44% | 4.47% |
| 4 | Nvidia Corporation | COM | $36,903,933 | 184,436 | 4.02% | 4.05% |
| 5 | Microsoft Corp | COM | $34,269,049 | 91,869 | 3.73% | 3.76% |
| 6 | Alphabet Inc | CAP STK CL C | $33,859,052 | 95,828 | 3.69% | 3.72% |
| 7 | Amazon Com Inc | COM | $33,273,961 | 139,607 | 3.62% | 3.66% |
| 8 | Broadcom Inc | COM | $31,422,040 | 83,182 | 3.42% | 3.45% |
| 9 | Eli Lilly & Co | COM | $30,729,326 | 25,619 | 3.35% | 3.38% |
| 10 | Comfort Sys Usa Inc | COM | $28,918,629 | 14,590 | 3.15% | 3.18% |
| 11 | Lam Research Corp | COM NEW | $26,804,116 | 61,856 | 2.92% | 2.94% |
| 12 | Arista Networks Inc | COM SHS | $23,738,457 | 139,736 | 2.59% | 2.61% |
| 13 | Costco Wholesale Corporation | COM | $23,330,479 | 24,939 | 2.54% | 2.56% |
| 14 | Walmart Inc | COM | $23,321,500 | 205,911 | 2.54% | 2.56% |
| 15 | Meta Platforms Inc | CL A | $22,925,211 | 40,698 | 2.5% | 2.52% |
| 16 | Progressive Corp | COM | $20,024,946 | 91,668 | 2.18% | 2.2% |
| 17 | Asml Hldg Nv | N Y REGISTRY SHS | $19,638,055 | 9,871 | 2.14% | 2.16% |
| 18 | Advanced Micro Devices Inc | COM | $19,000,489 | 32,708 | 2.07% | 2.09% |
| 19 | Mastercard Incorporated | CL A | $18,888,502 | 36,776 | 2.06% | 2.08% |
| 20 | Ge Aerospace | COM NEW | $18,250,374 | 48,833 | 1.99% | 2.0% |
| 21 | Space Exploration Techn Corp | CLASS A COM STK | $17,899,158 | 104,759 | 1.95% | 1.97% |
| 22 | Taiwan Semiconductor Manufac | SPONSORED ADS | $16,568,225 | 34,692 | 1.8% | 1.82% |
| 23 | Morgan Stanley | COM NEW | $15,169,633 | 72,568 | 1.65% | 1.67% |
| 24 | Cboe Global Mkts Inc | COM | $14,971,155 | 61,693 | 1.63% | 1.64% |
| 25 | Heico Corp New | COM | $14,193,259 | 39,847 | 1.55% | 1.56% |
Top 25 of 75 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,240 | $267M | 29.3% |
| High net worth individuals | 342 | $618M | 67.8% |
| Pension and profit sharing plans | 40 | $26.1M | 2.87% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Intermountain Health 401(k) Plan Intermountain Health Care, Inc. | 2024 |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ryan Eugene Craner | Managing Member | Aug 1999 (27y) | 75% or more | |
| William Jeffrey Draper | Chief Compliance Officer | Jun 2021 (5y) | Less than 5% | |
| John Michael Park | Registered representative | Dec 2014 (12y) | ||
| Thomas James Craner | Registered representative | Jun 2019 (7y) | ||
| Alexander Gordon Craner | Registered representative | May 2021 (5y) | ||
| Mathew A. Park | Registered representative | Apr 2025 (1y) | ||
| Ethan Lathair Call | Registered representative | Apr 2026 (0y) | ||
| Jordan C Bailey | Registered representative | Apr 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Intermountain Health 401(k) Plan | Intermountain Health Care, Inc. | 69,032 | $6.8B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/24/2026 | 998 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • % OF PLAN ASSETS; SHARES IN FEES PAID TO THIRD-PARTY ADVISERS
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Fidelity Brokerage Services $641M (70% of AUM) Mar 2026
- Fidelity Distributors Company Llc $327M (89% of AUM) Apr 2023
- Charles Schwab & Co. $217M (24% of AUM) Mar 2026
- Fidelity Investments Institutional Services Company, Inc. $158M (100% of AUM) Jun 2019
- Jefferson National Financial $34.3M (8% of AUM) Nov 2023
- Matrix Trust Company $5.3M (1% of AUM) Nov 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 24, 2026.
View current Form ADV (SEC/IAPD) ↗