DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Strategic Planning Group
Legal name Strategic Planning Group, LLC
Latest filing Mar 24, 2026
First filing on the tape Sep 30, 2015 · 39 filings
SEC status approved since Feb 22, 2018
RAUM
$910M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
97%
$884M individuals and HNW
Advisors
8
registered through the firm on IAPD
RAUM per advisor
$114M
derived; firm RAUM over IAPD count
Employees
20
5 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
39 filings and snapshots on the tape
RAUM$910M as of Mar 24, 2026
Mar 31, 2016$0 then
HNW client RAUM$618M as of Mar 24, 2026
Mar 20, 2018$64.9M then
State-registered IARs (5.B.3)5 as of Mar 24, 2026
Mar 31, 20163 then
Employees (5.A)20 as of Mar 24, 2026
Mar 31, 20167 then
Private funds: no history
RAUM +38% over the last fiscal year+35% a year over threeIARs 5 to 5
Practice profile
derived from the filing of Mar 24, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Retirement plan adviser · pension consulting activity (Item 5.G.6) and pension plans at least 25 percent of RAUM or at least 25 pension-plan clients
- RAUM per advisor
- $114MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 198derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.8MderivedHNW RAUM over HNW clients
- Average account
- $195,208derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 2.9%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.5derivedItem 5.A over advisors
- Advisors per office
- 8.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +38%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +25%derived
- Compensation
- percentage of assets, hourly, fixed fees, otherreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consulting, selection of other advisers, educational seminarsreportedItem 5.G
- Custody
- $299M, 1,275 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$618M68%
- Individuals$267M29%
- Pension and profit-sharing plans$26.1M2.9%
- Individual clients
- 1,240reported
- HNW clients
- 342reported
- Pension plan clients
- 40reported
- Charitable clients
- n/areported
- Accounts
- 4,663reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $299M for 1,275 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.97 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
8 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Ryan Eugene Craner | Bountiful, Ut | Aug 19, 1999 | 41 y | 3 |
| John Michael Park | Bountiful, Ut | Dec 2, 2014 | 12 y | 3 |
| Thomas James Craner | Bountiful, Ut | Jun 14, 2019 | 11 y | 0 |
| Alexander Gordon Craner | Bountiful, Ut | May 24, 2021 | 16 y | 0 |
| William Jeffrey Draper | Bountiful, Ut | Jun 7, 2021 | 21 y | 4 |
| Mathew A. Park | Bountiful, Ut | Apr 11, 2025 | 18 y | 0 |
| Ethan Lathair Call | Bountiful, Ut | Apr 10, 2026 | 10 y | 1 |
| Jordan C Bailey | Bountiful, Ut | Apr 10, 2026 | 12 y | 3 |
Advisor movement
0 left, 2 joined in 12 months
net +2 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- Matthew Scott Neve to Maximus Wealth AdvisorsJan 23, 2019 · RIA to a state-registered adviser
Joined, latest
- Jordan C Bailey from Strategic Advisers LLCApr 10, 2026 · Affiliated broker-dealer or bank to independent RIA
- Ethan Lathair Call from Wells Fargo AdvisorsApr 10, 2026 · Wirehouse to independent RIA
- William Jeffrey Draper from Foresight Wealth Management, LLCJun 7, 2021 · RIA to RIA
- John Michael Park from Cambridge Investment Research Advisors, Inc.Dec 2, 2014 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Eugene Ryan Craner · Managing Membercontrolsince 08/1999 · owns 75% or more
- Jeffrey William Draper · Chief Compliance Officercontrolsince 06/2021 · owns less than 5%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Bountiful, Ut · principal | 8 | 2 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 3,999 to 4,663Aug 15, 2025 to Mar 24, 2026
- HNW clients · 277 to 342Aug 15, 2025 to Mar 24, 2026
- Individual clients · 1,107 to 1,240Aug 15, 2025 to Mar 24, 2026
- Pension plan clients · 32 to 40Aug 15, 2025 to Mar 24, 2026
- Assets in custody · $160M to $299MAug 15, 2025 to Mar 24, 2026
- Employees · 19 to 20Aug 15, 2025 to Mar 24, 2026
- Discretionary RAUM · $813M to $910MAug 15, 2025 to Mar 24, 2026
- HNW RAUM · $510M to $618MAug 15, 2025 to Mar 24, 2026
- Individual RAUM · $282M to $267MAug 15, 2025 to Mar 24, 2026
- Pension RAUM · $20.9M to $26.1MAug 15, 2025 to Mar 24, 2026
- RAUM · $813M to $910MAug 15, 2025 to Mar 24, 2026
- Accounts · 3,673 to 3,999Mar 24, 2025 to Aug 15, 2025
- HNW clients · 279 to 277Mar 24, 2025 to Aug 15, 2025
- Individual clients · 984 to 1,107Mar 24, 2025 to Aug 15, 2025
- Pension plan clients · 33 to 32Mar 24, 2025 to Aug 15, 2025
- Assets in custody · $142M to $160MMar 24, 2025 to Aug 15, 2025
- Financial planning clients · 0 to 0Mar 24, 2025 to Aug 15, 2025
- Discretionary RAUM · $661M to $813MMar 24, 2025 to Aug 15, 2025
- HNW RAUM · $436M to $510MMar 24, 2025 to Aug 15, 2025
- Individual RAUM · $210M to $282MMar 24, 2025 to Aug 15, 2025
- Pension RAUM · $15.4M to $20.9MMar 24, 2025 to Aug 15, 2025
- RAUM · $661M to $813MMar 24, 2025 to Aug 15, 2025
- Accounts · 3,070 to 3,673Dec 13, 2024 to Mar 24, 2025
- HNW clients · 174 to 279Dec 13, 2024 to Mar 24, 2025
- Individual clients · 928 to 984Dec 13, 2024 to Mar 24, 2025
- Pension plan clients · 22 to 33Dec 13, 2024 to Mar 24, 2025
- Assets in custody · $132M to $142MDec 13, 2024 to Mar 24, 2025
- Employees · 18 to 19Dec 13, 2024 to Mar 24, 2025
- Discretionary RAUM · $514M to $661MDec 13, 2024 to Mar 24, 2025
- HNW RAUM · $286M to $436MDec 13, 2024 to Mar 24, 2025
- Individual RAUM · $217M to $210MDec 13, 2024 to Mar 24, 2025
- Pension RAUM · $11.0M to $15.4MDec 13, 2024 to Mar 24, 2025
- RAUM · $514M to $661MDec 13, 2024 to Mar 24, 2025
- Accounts · 1,044 to 3,070Nov 30, 2023 to Mar 26, 2024
- HNW clients · 146 to 174Nov 30, 2023 to Mar 26, 2024
- Individual clients · 878 to 928Nov 30, 2023 to Mar 26, 2024
- Pension plan clients · 20 to 22Nov 30, 2023 to Mar 26, 2024
- Assets in custody · $90.9M to $132MNov 30, 2023 to Mar 26, 2024
- Employees · 17 to 18Nov 30, 2023 to Mar 26, 2024
- Financial planning clients · More than 500 to 0Nov 30, 2023 to Mar 26, 2024
Signals
4 dated events
- Strategic Planning Group reported RAUM $660.6M, up 29% from $513.8M (2024-12-13 to 2025-03-24)Mar 24, 2025 · RAUM change · derived
- Jeffrey William Draper (Chief Compliance Officer) appeared on Schedule A of Strategic Planning GroupJun 7, 2021 · Control person joined · fact
- Strategic Planning Group reported RAUM $370.5M, up 69% from $219.5M (2020-07-07 to 2021-02-15)Feb 15, 2021 · RAUM change · derived
- Strategic Planning Group filed its initial SEC registration (Form ADV)Sep 30, 2015 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- info@spgutah.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 801-627-2200reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- linkedin.com/company/spgutahreportedpublic record, Form ADV, Sep 17, 2026
- Website
- SPGUTAH.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 801-627-2200reportedpublic record, Form ADV, Mar 24, 2026
- Contact form
- spgutah.com/contact-usreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- spgutah.com/our-advisorsreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $114Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026