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.

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

$646MItem 5.F on the latest filing (2026-03-25); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$419M

Private client RAUM

$646MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

3

RAUM per advisor

$215Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

19

Advisory employees

5

Offices

0Schedule D 1.F, beyond the principal office

Accounts

194

Individual clients

9

High net worth clients

110

Custody, client assets

$240M

SEC number

801-127433

CRD

325042

Filings on the tape

11

First filed

Feb 6, 2023

Latest filed

Mar 25, 2026

Organised

Limited Liability Company, PA

• Occurred

  Mar 17, 2023
  Control person joined

  Richard Stephen Kitching (Chief Compliance Officer, Managing Member) appeared on Schedule A of Kitching Partners, Llc

  Form ADVobserved 5 days ago
• Occurred

  Mar 17, 2023
  Control person left

  Jeffrey Jordan Green (Chief Compliance Officer, Managing Member) no longer on Schedule A of Kitching Partners, Llc (listed 2023-02-06, absent 2023-03-17)

  Form ADVobserved 5 days ago
• Occurred

  Feb 6, 2023
  First Form ADV filing

  Commodore Planning, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:decbe056-d984-7fab-b084-061ecebe574a

First observed

Feb 6, 2023

Last observed

Mar 25, 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.