PLAN INC
SEC file number 801-56830
· TOPEKA, KS
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$25.4M
Discretionary AUM
$15.7M
Employees
—
Clients
200
Firm
- Address
- 112 SW 6TH AVE., STE 400
TOPEKA, KS 66603-3810 - Phone
- —
- Website
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
- Plan Capital Group Ltd High name-match confidence · CIK 2160728 · D8
- Plan A Fund I a Series of Seaside Ventures Investments LLC High name-match confidence · CIK 2098724 · DE
- Plana May 2026 a Series of CGF2021 LLC High name-match confidence · CIK 2136226 · DE
- Planar Inc. High name-match confidence · CIK 2137564 · CA
- Planck Holdings LLC - Series 2023C High name-match confidence · CIK 1969422 · NV
- Planck Holdings LLC - Series 2023D High name-match confidence · CIK 1969412 · NV
- Planck Holdings LLC - Series 2023E High name-match confidence · CIK 1969417 · NV
- Planck Holdings LLC - Series 2023H High name-match confidence · CIK 1974613 · NV
- Planck Holdings LLC - Series 2023I High name-match confidence · CIK 1974612 · NV
- Planck Holdings LLC - Series 2023K High name-match confidence · CIK 1974610 · NV
- Planck Holdings LLC - Series 2023L High name-match confidence · CIK 1974608 · NV
- Planck Holdings LLC - Series 2023M High name-match confidence · CIK 1974607 · NV
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Plan Capital Group Ltd · D · Oct 22, 2026$13.1M
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Planck Holdings LLC - Series 2023E · D/A · Aug 24, 2026$50K
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Planck Holdings LLC - Series 2023H · D · Jul 20, 2026$45K
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Planck Holdings LLC - Series 2023D · D · Jul 16, 2026$55K
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Plana May 2026 a Series of CGF2021 LLC · D · Jun 26, 2026$905K
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Planar Inc. · D · May 29, 2026
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Plan A Fund I a Series of Seaside Ventures Investments LLC · D · Dec 3, 2025$375.3K
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Planck Holdings LLC - Series 2023E · D · Nov 12, 2025$45K
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Planck Holdings LLC - Series 2023M · D · Jul 10, 2025$55K
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Planck Holdings LLC - Series 2023L · D · Jun 9, 2025$55K
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Planck Holdings LLC - Series 2023I · D · May 29, 2025$120K
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Planck Holdings LLC - Series 2023K · D · May 8, 2025$83K
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Planck Holdings LLC - Series 2023C · D · Apr 8, 2025