PLANNING CAPITAL MANAGEMENT CORP.
SEC file number 801-63778
· HADDONFIELD, NJ
https://planningcenter.com ↗
(name-match guess, not verified)
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
$54.2M
Discretionary AUM
$34.2M
Employees
—
Clients
239
Firm
- Address
- 30 S HADDON AVENUE
HADDONFIELD, NJ 08033 - Phone
- —
- Website
- https://planningcenter.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 2, 2026
Possible Form D name matches (not verified)
- AI Planning Logic Inc Medium name-match confidence · CIK 2090528 · DE
- Creative Planning Employee Investment, LLC Medium name-match confidence · CIK 1850309 · KS
- MD MANAGEMENT LLC Medium name-match confidence · CIK 1423624 · CA
- Q FUND MANAGEMENT GROUP LTD Medium name-match confidence · CIK 2093351 · CO
- MAD Management Pty Ltd Medium name-match confidence · CIK 2158228 · C3
- Proof Management Holdings LLC Medium name-match confidence · CIK 1961824 · CA
- AD Fund Management LP Medium name-match confidence · CIK 2085462 · NY
- JV Management, Inc. Medium name-match confidence · CIK 2135485 · TX
- MBH CAPITAL MANAGEMENT, LLC Medium name-match confidence · CIK 1997124 · FL
- SG Management Holdings, LLC Medium name-match confidence · CIK 2052227 · WI
- PFDPRO MANAGEMENT FUND, LLC Medium name-match confidence · CIK 1978910 · CA
- 213 Management Group Inc. Medium name-match confidence · CIK 2132699 · NY
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MD MANAGEMENT LLC · D · Nov 4, 2026$19.3M
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PFDPRO MANAGEMENT FUND, LLC · D/A · Oct 9, 2026$32.7M
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MAD Management Pty Ltd · D · Oct 2, 2026$1.1M
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213 Management Group Inc. · D · Sep 15, 2026$5M
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Creative Planning Employee Investment, LLC · D · Sep 14, 2026$9.9M
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AI Planning Logic Inc · D · Sep 3, 2026
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JV Management, Inc. · D/A · Aug 26, 2026$682.2K
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Creative Planning Employee Investment, LLC · D · Jul 16, 2026$52.6M
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Creative Planning Employee Investment, LLC · D · Jul 13, 2026$5M
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Creative Planning Employee Investment, LLC · D · Jul 13, 2026$750K
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Creative Planning Employee Investment, LLC · D · Jun 9, 2026$4.2M
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Creative Planning Employee Investment, LLC · D · Jun 3, 2026$5.2M
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JV Management, Inc. · D · May 19, 2026$344K
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Creative Planning Employee Investment, LLC · D · Mar 16, 2026$43.2M
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Creative Planning Employee Investment, LLC · D · Mar 12, 2026$2M
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Creative Planning Employee Investment, LLC · D · Dec 23, 2025$11.6M
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Creative Planning Employee Investment, LLC · D · Dec 16, 2025$5M
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Creative Planning Employee Investment, LLC · D · Dec 5, 2025$4.8M
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Q FUND MANAGEMENT GROUP LTD · D · Oct 23, 2025$100M
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Creative Planning Employee Investment, LLC · D · Oct 7, 2025$12.4M
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AI Planning Logic Inc · D · Oct 7, 2025$272.7K
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Creative Planning Employee Investment, LLC · D · Sep 11, 2025$2.8M
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AD Fund Management LP · D · Sep 10, 2025
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Proof Management Holdings LLC · D · Sep 9, 2025
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Creative Planning Employee Investment, LLC · D · Jul 3, 2025$1.9M