# SUPERIOR PLANNING, LLC

SUPERIOR PLANNING, LLC of SAN DIEGO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 130711
- Type: SEC-registered investment adviser
- SEC file number: 801-131301
- Location: 10085 CARROLL CANYON ROAD, SUITE 150, SAN DIEGO, CA, 92131
- Phone: 858-546-1046
- Latest filing: 2026-06-02
- Regulatory AUM: $349.6M
- Discretionary AUM: $349.6M
- Clients: 12
- Accounts: 1,059

## Business model

- Compensation: % of AUM, Hourly, Other
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (16)

| Name | Role | Location |
| --- | --- | --- |
| Constantine Andrew Pelos | CHIEF COMPLIANCE OFFICER | — |
| Susan Jean Ferrari | PRINCIPAL | — |
| Matthew Philip Leighton | CHIEF OPERATING OFFICER AND PRINCIPAL | — |
| Joseph Scott Bauers | CHIEF EXECUTIVE OFFICER AND PRINCIPAL | — |
| James Christian Gates | PRINCIPAL | — |
| John Wesley Sedberry | PRINCIPAL | — |
| James Francis Thomas | TTEE OF THE JAMES F. & M. ELIZABETH THOMAS REVOCABLE TRUST | — |
| M. Elizabeth Thomas | TTEE OF THE JAMES F. & M. ELIZABETH THOMAS REVOCABLE TRUST | — |
| THOMAS PATRICK FRANCIS | TRUSTEE; TTEE OF THE JAMES F. & M. ELIZABETH THOMAS REVOCABLE TRUST | — |
| THOMAS KIMBERLY ELIZABETH | TRUSTEE; TTEE OF THE JAMES F. & M. ELIZABETH THOMAS REVOCABLE TRUST | — |
| PELOS CONSTANTINE ANDREW | CHIEF COMPLIANCE OFFICER | — |
| Ferrari Susan Jean | PRINCIPAL | — |
| Leighton Matthew Philip | CHIEF OPERATING OFFICER AND PRINCIPAL | — |
| BAUERS JOSEPH SCOTT | CHIEF EXECUTIVE OFFICER AND PRINCIPAL | — |
| GATES JAMES CHRISTIAN | PRINCIPAL | — |
| SEDBERRY JOHN WESLEY | PRINCIPAL | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/130711/brochure
- Similar advisers: https://search.stillhousedata.com/firm/130711/similar
- Related entities: https://search.stillhousedata.com/firm/130711/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/130711

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.