THE TABLE FINANCIAL PLANNING LLC

THE TABLE FINANCIAL PLANNING LLC is an SEC-registered investment adviser (CRD 291812). Regulatory assets under management: $75.0M.

Registration

• CRD: 291812
• Type: Registered investment adviser
• Phone: 618-363-4050
• Latest filing: 2026-07-07
• Regulatory AUM: $75.0M
• Discretionary AUM: $75.0M
• Clients: 4
• Accounts: 382

Business model

Compensation: % of AUM, Hourly, Fixed.

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

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 291812 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search