# LIFEPLAN INVESTMENT ADVISORS, INC

LIFEPLAN INVESTMENT ADVISORS, INC of RALEIGH, NC is an SEC-registered investment adviser.

## Registration

- CRD: 144157
- Type: SEC-registered investment adviser
- SEC file number: 801-122570
- Location: 7201 CREEDMOOR RD., SUITE 147, RALEIGH, NC, 27613
- Phone: 919-858-6119
- Latest filing: 2026-07-30
- Regulatory AUM: $326.0M
- Discretionary AUM: $326.0M
- Clients: 9
- Accounts: 1,083

## Business model

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

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Kenneth Allan Sutherland | OWNER AND SECRETARY | — |
| Alex Paul Sutherland | OWNER AND CHIEF COMPLIANCE OFFICER | — |
| SUTHERLAND KENNETH ALLAN | CO-OWNER | — |
| SUTHERLAND ALEX PAUL | CO-OWNER AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/144157/brochure
- Similar advisers: https://search.stillhousedata.com/firm/144157/similar
- Related entities: https://search.stillhousedata.com/firm/144157/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/144157

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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.