# CS PLANNING CORP

CS PLANNING CORP of PORTLAND, OR is an SEC-registered investment adviser.

## Registration

- CRD: 149937
- Type: SEC-registered investment adviser
- SEC file number: 801-70381
- Location: 3395 SW GARDEN VIEW AVE, PORTLAND, OR, 97225
- Phone: 503-292-5853
- Latest filing: 2026-06-30
- Regulatory AUM: $2.0B
- Discretionary AUM: $2.0B
- Clients: 60
- Accounts: 9,340

## Business model

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

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| Christopher Keil Hicks | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| HICKS CHRISTOPHER KEIL | OWNER/PRESIDENT; PRESIDENT; PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| SAKODA TODD KIYOSHI | CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/149937/brochure
- Similar advisers: https://search.stillhousedata.com/firm/149937/similar
- Related entities: https://search.stillhousedata.com/firm/149937/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/149937

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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.