GREAT PLANS CAPITAL MANAGEMENT, LLC

GREAT PLANS CAPITAL MANAGEMENT, LLC of CARY, NC is an SEC-registered investment adviser (CRD 127717). Regulatory assets under management: $10.5M.

Registration

• CRD: 127717
• Type: Registered investment adviser
• Location: 219 E CHATHAM ST, CARY, NC, 27511
• Phone: 919-777-8481
• Latest filing: 2026-03-18
• Regulatory AUM: $10.5M
• Non-discretionary AUM: $10.5M
• Clients: 2
• Accounts: 53

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 127717 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search