PRINCIPLE PLANNING ADVISORS, LLC

SEC file number 801-62407 · ROSWELL, GA

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

$97.1M

Discretionary AUM

$68.2M

Employees

—

Clients

—

Firm

Address: 500 COLONIAL CENTER PKWY
ROSWELL, GA 30076
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)

First Principles Fund One LP Low name-match confidence · CIK 1817146 · NJ
First Principles Global Partners, LP Low name-match confidence · CIK 2146156 · CA
Principles of Prediction Low name-match confidence · CIK 2116513 · NY
SLEEPING GIANT CAPITAL PRINCIPLED IMPACT EVERGREEN FUND II, LLC Low name-match confidence · CIK 2071634 · MI

First Principles Global Partners, LP · D · Jul 22, 2026
Principles of Prediction · D · Apr 1, 2026
First Principles Fund One LP · D/A · Mar 9, 2026
SLEEPING GIANT CAPITAL PRINCIPLED IMPACT EVERGREEN FUND II, LLC · D · Sep 29, 2025

$250M
First Principles Fund One LP · D/A · Mar 10, 2025