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

state registeredderivedon the IAPD state feed, not SEC-registered

Regulatory AUM

$46.3MItem 5.F on the latest filing (2026-06-15); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$45.0M

Private client RAUM

$45.6MderivedItem 5.D individuals plus high net worth individuals

Private client share

99%derivedprivate client RAUM over total RAUM

Employees

8

Advisory employees

2

Offices

2Schedule D 1.F, beyond the principal office

Accounts

370

Individual clients

166

High net worth clients

13

CRD

314675

Filings on the tape

1

First filed

Jun 15, 2026

Latest filed

Jun 15, 2026

Organised

Limited Liability Company, PA

• Occurred

  Sep 30, 2025
  Advisor changed firm

  Jacob M George left Cooper Eagle, Llc for Core Planning (registered 2025-10-08)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:fefcfd5c-cb5e-4177-2cec-df6d09d3a227

First observed

Jun 15, 2026

Last observed

Jun 15, 2026 3 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.