{"url":"https://nivawealth.com/firms/creative-planning-institutional-advisors-126777","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/126777","regulatoryAum":37502470791,"crd":"126777","secFileNumber":"801-64265","legalName":"Creative Planning Institutional Advisors, LLC","displayName":"Creative Planning Institutional Advisors","website":null,"linkedinUrl":"https://www.linkedin.com/company/sageview-advisory-group/","founded":null,"organization":"California limited liability company","fiscalYearEnd":"December","headquarters":{"street":"4000 Macarthur BLVD., Suite 1050","city":"Newport Beach","state":"CA","stateName":"California","country":"United States","postalCode":"92660"},"tradeNames":[],"registration":{"secApproved":"31 May 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They include 668 pension and profit-sharing plans, 124 other individuals and 95 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 25 August 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Creative Planning Institutional Advisors offer?","answer":"Creative Planning Institutional Advisors provides portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers and educational seminars.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Creative Planning Institutional Advisors use?","answer":"Creative Planning Institutional Advisors’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $17,911,178,442 and Empower Financial Services, Inc. (New York, NY), with $6,567,673,080. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Creative Planning Institutional Advisors have?","answer":"Creative Planning Institutional Advisors has 106 investment adviser representatives registered with state securities authorities, out of 195 employees, and 112 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Creative Planning Institutional Advisors invest in?","answer":"At the end of its last fiscal year, Creative Planning Institutional Advisors’ separately managed accounts held 88% registered funds (mutual funds, ETFs, BDCs), 10% pooled vehicles (private funds and similar), 1% exchange-traded equities and 1% investment grade corporate bonds. It advises no private funds of its own.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Creative Planning Institutional Advisors?","answer":"Creative Planning Institutional Advisors is owned through a chain of holding companies by Afsf IV Aiv A L.P., TPG Inc., TPG Partners IX, L.P. and TPG IX Finco II, L.P. Its direct owner is Aq Sage Buyer, LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 25 August 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Creative Planning Institutional Advisors get paid?","answer":"Creative Planning Institutional Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. 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