Box score
Creative Planning Employee Investment, LLC
Reported $52.6M sold in a new Form D filed July 16, 2026 (Overland Park, Kansas).
- Biggest raise
- $52.6M filed Jul 16, 2026
- League
- Finance Investing
- Based in
- Overland Park, Kansas
- Season rank
- #110 of 871 in the Finance League; #442 of 10,745 overall (2026)
- Incorporated
- 2020
- Entity
- Limited Liability Company
Form D filings since 2024 21
| Filed | Form | Sold | Offering | Filing |
|---|---|---|---|---|
| 2026-09-14 | New notice | $9.9M | $9.9M | SEC |
| 2026-07-16 | New notice | $52.6M | $52.6M | SEC |
| 2026-07-13 | New notice | $5M | $5M | SEC |
| 2026-07-13 | New notice | $750K | $750K | SEC |
| 2026-06-09 | New notice not ranked | $4.2M | $4.2M | SEC |
| 2026-06-03 | New notice | $5.2M | $5.2M | SEC |
| 2026-03-16 | New notice | $43.2M | $43.2M | SEC |
| 2026-03-12 | New notice | $2M | $2M | SEC |
| 2025-12-23 | New notice | $11.6M | $11.6M | SEC |
| 2025-12-16 | New notice | $5M | $5M | SEC |
| 2025-12-05 | New notice | $4.8M | $4.8M | SEC |
| 2025-10-07 | New notice | $12.4M | $12.4M | SEC |
| 2025-09-11 | New notice not ranked | $0 | $2.8M | SEC |
| 2025-07-03 | New notice not ranked | $1.9M | $1.9M | SEC |
| 2025-04-14 | New notice not ranked | $12.5M | $12.5M | SEC |
| 2025-03-14 | New notice | $35.6M | $35.6M | SEC |
| 2025-01-27 | New notice not ranked | $1.2M | $1.2M | SEC |
| 2024-12-30 | New notice not ranked | $28M | $28M | SEC |
| 2024-10-02 | New notice not ranked | $3.8M | $3.8M | SEC |
| 2024-10-02 | New notice not ranked | $3.8M | $3.8M | SEC |
| 2024-04-08 | New notice not ranked | $6.7M | $6.7M | SEC |
Amounts are cumulative for each offering as of the filing date, so an amendment can repeat or update an earlier figure; filings are not added together. CIK 1850309.
Similar raises, 2026
| # | Company | League | Raised |
|---|---|---|---|
| 1 | Hanmi Financial Corp | Finance | $55M |
| 2 | Georgia Banking Co Inc | Finance | $55M |
| 3 | Reliable Community Bancshares Inc | Finance | $55M |
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| 5 | Carlyle Tactical Private Credit Fund | Finance | $50M |
| 6 | EPower Capital US LLC rookie | Finance | $50M |