K-12 PLANNING

K-12 PLANNING is an SEC-registered investment adviser (CRD 330823). Regulatory assets under management: $6.0M.

Registration

• CRD: 330823
• Type: Registered investment adviser
• Phone: 979-422-7707
• Latest filing: 2026-03-24
• Regulatory AUM: $6.0M
• Discretionary AUM: $5.5M
• Non-discretionary AUM: $492K
• Clients: 1
• Accounts: 77

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 330823 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search