# Creative Planning Holdco, LLC — Form D

Creative Planning Holdco, LLC of OVERLAND PARK, KS, a company, filed a Form D exempt-offering notice with the SEC on 2026-03-12. The offering totals $2.0M, of which $2.0M was reported sold. Industry: Investing.

## Offering

- Filed: 2026-03-12
- Form: D
- Accession: 0001014108-26-000014
- Industry: Investing
- Exemptions: 06b
- Total offering: $2.0M
- Amount sold: $2.0M
- Minimum investment: $800K
- Investors: 2
- Date of first sale: 2026-03-02
- Security types: equity
- Revenue range: Decline to Disclose
- SEC file number: 021-576358

## Issuer

- Name: Creative Planning Holdco, LLC
- CIK: 0002086659
- Entity type: Limited Liability Company
- Jurisdiction: DELAWARE
- Address: 5454 WEST 110TH STREET, OVERLAND PARK, KS, 66211
- Phone: 913-955-3676

## Officers, directors & promoters (4)

| Name | Role | Location |
| --- | --- | --- |
| Peter Mallouk | Executive Officer | Overland Park, KS |
| Lee Richardson | Executive Officer | Overland Park, KS |
| Dave Kaye | Director | Overland Park, KS |
| Dave Kaye | Executive Officer | Overland Park, KS |

## Other filings by this issuer (2)

| Filed | Form | Offering | Sold |
| --- | --- | --- | --- |
| [2025-12-23](https://search.stillhousedata.com/formd/0001014108-25-000084) | D | $11.6M | $11.6M |
| [2025-12-05](https://search.stillhousedata.com/formd/0001014108-25-000081) | D | $4.8M | $4.8M |

## More

- [CIK 2086659 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2086659&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0001014108-26-000014.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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