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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

THE ESTATE PLANNERS GROUP

THE ESTATE PLANNERS GROUP LLC, CRD 124418

YARDLEY, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:04123d97-a80d-88a1-2ab4-29042c2f66f9

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:00 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 2
On other graphs: 1
Observed: Feb 15, 2017 to Mar 31, 2026
15 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

The Estate Planners Group

Private equity manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $422MItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $422M
Private client RAUM: $422MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $70.3Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 5
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 342
Individual clients: 167
High net worth clients: 173
SEC number: 801-110033
CRD: 124418
Filings on the tape: 15
First filed: Feb 15, 2017
Latest filed: Mar 31, 2026
Organised: Limited Liability Company, PA

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
DAVID WAYNE LOESSER	Certified Financial Planner	Yardley, PA	23	26	1	no
MICHAEL RAYMOND SULLIVAN	n/a	Yardley, PA	22	28	n/a	no
Jeffrey Michael Loesser	n/a	Naples, FL \| YARDLEY, PA	10	14	n/a	no
Matthew Scott Carpenter	n/a	YARDLEY, PA	6	34	n/a	no
Christopher David Loesser	n/a	YARDLEY, PA	1	14	n/a	no
Kevin Peter Yorgensen	Certified Financial Planner	YARDLEY, PA \| Fort Collins, CO	0	12	n/a	no

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
HAMILTON DIVERSIFIED GROWTH FUND, LP	Hedge Fund	$10.1M	Mar 28, 2019	79	Mar 30, 2018	dropped	021-154807
HAMILTON REAL ESTATE FUND II, LLC	Private Equity Fund	$1.2M	Mar 28, 2019	55	Mar 30, 2018	dropped	021-238245

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
LOESSER, DAVID, WAYNE	CHIEF COMPLIANCE OFFICER	E	yes	01/2002	Feb 15, 2017	Mar 29, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
HAMILTON ASSET ADVISERS, LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Naples	FL	United States	2	no
FORT COLLINS	Co	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$422M	$422M	5	5	2	n/a	n/a
2024	Apr 2, 2025	$361M	$357M	5	5	2	n/a	n/a
2023	Mar 29, 2024	$329M	$325M	5	5	2	n/a	n/a
2022	Mar 31, 2023	$305M	$301M	5	5	2	n/a	n/a
2021	Mar 31, 2022	$287M	$284M	5	5	2	n/a	n/a
2020	Mar 25, 2021	$291M	$280M	5	5	2	n/a	n/a
2019	Mar 31, 2020	$216M	$208M	5	5	1	n/a	n/a
2018	Mar 28, 2019	$152M	$152M	5	3	2	4	$29.1M
2017	Mar 30, 2018	$152M	$149M	5	3	2	4	$31.2M

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$422M	$361M	16.9%	$305M	11.4%	5	5	2	2

Relationships

Registered with (6)

← Kevin Peter YorgensenAdvisorregistration: current employment
Nov 30, 2025 to presentfactForm ADV
← Christopher David LoesserAdvisorregistration: current employment
Aug 28, 2025 to presentfactForm ADV
← Matthew Scott CarpenterAdvisorregistration: current employment
Nov 20, 2019 to presentfactForm ADV
← Jeffrey Michael LoesserAdvisorregistration: current employment
Mar 10, 2016 to presentfactForm ADV
← MICHAEL RAYMOND SULLIVANAdvisorregistration: current employment
May 10, 2004 to presentfactForm ADV
← DAVID WAYNE LOESSERAdvisorregistration: current employment
Aug 15, 2003 to presentfactForm ADV

Controls (1)

← LOESSER, DAVID, WAYNEOwnerCHIEF COMPLIANCE OFFICER, ownership code E, individual
Feb 15, 2017 to Mar 29, 2024factForm ADV

Advises (2)

→ HAMILTON DIVERSIFIED GROWTH FUND, LPPrivate fundHedge Fund, IA, no longer reported
Mar 30, 2018 to Mar 28, 2019factForm ADV
→ HAMILTON REAL ESTATE FUND II, LLCPrivate fundPrivate Equity Fund, IA, no longer reported
Mar 30, 2018 to Mar 28, 2019factForm ADV

Dated events

Occurred
Mar 31, 2020
Succession filed (Item 4)
The Estate Planners Group reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 6 days ago
Occurred
Feb 15, 2017
First Form ADV filing
The Estate Planners Group filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:04123d97-a80d-88a1-2ab4-29042c2f66f9
First observed: Feb 15, 2017
Last observed: Mar 31, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

THE ESTATE PLANNERS GROUP

THE ESTATE PLANNERS GROUP LLC, CRD 124418

YARDLEY, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:04123d97-a80d-88a1-2ab4-29042c2f66f9

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:00 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DAVID WAYNE LOESSER

Certified Financial Planner

Yardley, PA

MICHAEL RAYMOND SULLIVAN

n/a

Yardley, PA

n/a

Jeffrey Michael Loesser

n/a

Naples, FL | YARDLEY, PA

n/a

Matthew Scott Carpenter

n/a

YARDLEY, PA

n/a

Christopher David Loesser

n/a

YARDLEY, PA

n/a

Kevin Peter Yorgensen

Certified Financial Planner

YARDLEY, PA | Fort Collins, CO

n/a

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

HAMILTON DIVERSIFIED GROWTH FUND, LP

Hedge Fund

$10.1M

Mar 28, 2019

Mar 30, 2018

dropped

021-154807

HAMILTON REAL ESTATE FUND II, LLC

Private Equity Fund

$1.2M

Mar 28, 2019

Mar 30, 2018

dropped

021-238245

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

LOESSER, DAVID, WAYNE

CHIEF COMPLIANCE OFFICER

yes

01/2002

Feb 15, 2017

Mar 29, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

HAMILTON ASSET ADVISERS, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Naples

United States

FORT COLLINS

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$422M

n/a

2024

Apr 2, 2025

$361M

$357M

n/a

2023

Mar 29, 2024

$329M

$325M

n/a

2022

Mar 31, 2023

$305M

$301M

n/a

2021

Mar 31, 2022

$287M

$284M

n/a

2020

Mar 25, 2021

$291M

$280M

n/a

2019

Mar 31, 2020

$216M

$208M

n/a

2018

Mar 28, 2019

$152M

$29.1M

2017

Mar 30, 2018

$152M

$149M

$31.2M

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$422M

$361M

16.9%

$305M

11.4%