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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

STRATEGIC PLANNING GROUP

STRATEGIC PLANNING GROUP, LLC, CRD 113844

BOUNTIFUL, UT

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:8650a913-0e08-1dd1-7b52-d1ca226edd7d

Data as of Mar 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:55 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 4
On other graphs: 0
Observed: Sep 30, 2015 to Mar 24, 2026
39 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

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

Firm class: independent wealth managerderivedprivate_client_share=0.97 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $910MItem 5.F on the latest filing (2026-03-24); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $910M
Private client RAUM: $884MderivedItem 5.D individuals plus high net worth individuals
Private client share: 97%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 8
RAUM per advisor: $114Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 20
Advisory employees: 5
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 4,663
Individual clients: 1,240
High net worth clients: 342
Custody, client assets: $299M
SEC number: 801-112440
CIK: 1875525
CRD: 113844
Filings on the tape: 39
First filed: Sep 30, 2015
Latest filed: Mar 24, 2026
Organised: Limited Liability Company, UT
Website: spgutah.com

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
RYAN EUGENE CRANER	n/a	BOUNTIFUL, UT	27	41	3	no
JOHN MICHAEL PARK	n/a	BOUNTIFUL, UT	11	12	3	no
THOMAS JAMES CRANER	n/a	BOUNTIFUL, UT	7	11	n/a	no
ALEXANDER GORDON CRANER	n/a	BOUNTIFUL, UT	5	16	n/a	no
WILLIAM JEFFREY DRAPER	n/a	BOUNTIFUL, UT	5	21	4	no
Mathew A. Park	n/a	BOUNTIFUL, UT	1	18	n/a	no
JORDAN C BAILEY	n/a	BOUNTIFUL, UT	0	12	3	no
ETHAN LATHAIR CALL	n/a	BOUNTIFUL, UT	0	10	1	no

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
CRANER, RYAN, EUGENE	MANAGING MEMBER	E	yes	08/1999	Sep 30, 2015	Dec 13, 2024
DRAPER, WILLIAM, JEFFREY	CHIEF COMPLIANCE OFFICER	Na	yes	06/2021	Jun 7, 2021	Dec 13, 2024

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 24, 2026	$910M	$910M	20	5	0	n/a	n/a
2024	Mar 24, 2025	$661M	$661M	19	5	0	n/a	n/a
2023	Mar 26, 2024	$514M	$514M	18	5	0	n/a	n/a
2022	Feb 10, 2023	$368M	$368M	9	5	0	n/a	n/a
2021	Feb 10, 2022	$454M	$454M	9	5	0	n/a	n/a
2020	Feb 15, 2021	$371M	$371M	7	3	0	n/a	n/a
2019	Mar 23, 2020	$219M	$219M	7	3	0	n/a	n/a
2018	Jan 23, 2019	$158M	$158M	6	2	0	n/a	n/a
2017	Mar 20, 2018	$192M	$156M	7	3	0	n/a	n/a
2015	Mar 31, 2016	$0	$0	7	3	n/a	n/a	n/a

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
2	0	2	0.0%	0	0	0	2	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	$910M	$661M	37.8%	$368M	35.2%	20	19	0	0

Relationships

Registered with (9)

← JORDAN C BAILEYAdvisorregistration: current employment
Apr 10, 2026 to presentfactForm ADV
← ETHAN LATHAIR CALLAdvisorregistration: current employment
Apr 10, 2026 to presentfactForm ADV
← Mathew A. ParkAdvisorregistration: current employment
Apr 11, 2025 to presentfactForm ADV
← WILLIAM JEFFREY DRAPERAdvisorregistration: current employment
Jun 7, 2021 to presentfactForm ADV
← ALEXANDER GORDON CRANERAdvisorregistration: current employment
May 24, 2021 to presentfactForm ADV
← THOMAS JAMES CRANERAdvisorregistration: current employment
Jun 14, 2019 to presentfactForm ADV
← JOHN MICHAEL PARKAdvisorregistration: current employment
Dec 2, 2014 to presentfactForm ADV
← RYAN EUGENE CRANERAdvisorregistration: current employment
Aug 19, 1999 to presentfactForm ADV
← MATTHEW SCOTT NEVEAdvisorregistration: previous registration
Jan 24, 2018 to Jan 23, 2019factForm ADV

Controls (2)

← CRANER, RYAN, EUGENEOwnerMANAGING MEMBER, ownership code E, individual
Sep 30, 2015 to Dec 13, 2024factForm ADV
← DRAPER, WILLIAM, JEFFREYOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jun 7, 2021 to Dec 13, 2024factForm ADV

Dated events

Occurred
Mar 24, 2025
Regulatory AUM changed
Strategic Planning Group reported RAUM $660.6M, up 29% from $513.8M (2024-12-13 to 2025-03-24)
Form ADVobserved 5 days ago
$147M
Occurred
Jun 7, 2021
Control person joined
Jeffrey William Draper (Chief Compliance Officer) appeared on Schedule A of Strategic Planning Group
Form ADVobserved 5 days ago
Occurred
Feb 15, 2021
Regulatory AUM changed
Strategic Planning Group reported RAUM $370.5M, up 69% from $219.5M (2020-07-07 to 2021-02-15)
Form ADVobserved 5 days ago
$151M
Occurred
Sep 30, 2015
First Form ADV filing
Strategic Planning Group filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8650a913-0e08-1dd1-7b52-d1ca226edd7d
First observed: Sep 30, 2015
Last observed: Mar 24, 2026 6 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.

STRATEGIC PLANNING GROUP

STRATEGIC PLANNING GROUP, LLC, CRD 113844

BOUNTIFUL, UT

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:8650a913-0e08-1dd1-7b52-d1ca226edd7d

Data as of Mar 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:55 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

RYAN EUGENE CRANER

n/a

BOUNTIFUL, UT

JOHN MICHAEL PARK

n/a

BOUNTIFUL, UT

THOMAS JAMES CRANER

n/a

BOUNTIFUL, UT

n/a

ALEXANDER GORDON CRANER

n/a

BOUNTIFUL, UT

n/a

WILLIAM JEFFREY DRAPER

n/a

BOUNTIFUL, UT

Mathew A. Park

n/a

BOUNTIFUL, UT

n/a

JORDAN C BAILEY

n/a

BOUNTIFUL, UT

ETHAN LATHAIR CALL

n/a

BOUNTIFUL, UT

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CRANER, RYAN, EUGENE

MANAGING MEMBER

yes

08/1999

Sep 30, 2015

Dec 13, 2024

DRAPER, WILLIAM, JEFFREY

CHIEF COMPLIANCE OFFICER

yes

06/2021

Jun 7, 2021

Dec 13, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 24, 2026

$910M

n/a

2024

Mar 24, 2025

$661M

n/a

2023

Mar 26, 2024

$514M

n/a

2022

Feb 10, 2023

$368M

n/a

2021

Feb 10, 2022

$454M

n/a

2020

Feb 15, 2021

$371M

n/a

2019

Mar 23, 2020

$219M

n/a

2018

Jan 23, 2019

$158M

n/a

2017

Mar 20, 2018

$192M

$156M

n/a

2015

Mar 31, 2016

n/a

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

$910M

$661M

37.8%

$368M

35.2%