# PLAN & ACT

PLAN & ACT of SALIDA, CO is an SEC-registered investment adviser.

## Registration

- CRD: 148453
- Type: SEC-registered investment adviser
- SEC file number: 801-69786
- Location: 134 F. STREET, SUITE 206, SALIDA, CO, 81201
- Phone: 7199665100
- Latest filing: 2026-06-23
- Regulatory AUM: $64.0M
- Non-discretionary AUM: $64.0M
- Clients: 4
- Accounts: 451

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities, Corporations

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| SOUKUP LARRY JOHN | CHIEF COMPLIANCE OFFICER; MEMBER | — |
| SCHUMANN ROBERT JAMES | CHIEF COMPLIANCE OFFICER; MEMBER | — |
| RON DAVID ZVI | MANAGER; SHAREHOLDER | — |
| TAUB ELDAD | SHAREHOLDER | — |
| TAUB TZIPI | SHAREHOLDER | — |
| KOPELMAN AVI | SHAREHOLDER | — |
| BENISH MEN | SHAREHOLDER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/148453/brochure
- Similar advisers: https://search.stillhousedata.com/firm/148453/similar
- Related entities: https://search.stillhousedata.com/firm/148453/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/148453

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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.