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CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC

NEWPORT BEACH, CA · CRD 126777 · IAPD ↗ · 800-814-8742

$37.50BRegulatory AUM
112Advisory reps
195Employees
1732Clients
n/aPlanning clients
0Private funds
52States
4Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
September 2026 — SAGEVIEW ADVISORY GROUP, LLC is now doing business as CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
50
April 2026 — SAGEVIEW ADVISORY GROUP, LLC reported RAUM down 84% ($238.55B -> $37.50B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
55
April 2026 — SAGEVIEW ADVISORY GROUP, LLC shrank from 133 to 112 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
January 2026 — SAGEVIEW ADVISORY GROUP, LLC's Item 11 disclosure-reporting entries rose by 3 (1 -> 4).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
55
December 2025 — SAGEVIEW ADVISORY GROUP, LLC added office(s): 36 -> 37 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
August 2025 — SAGEVIEW ADVISORY GROUP, LLC's Item 11 disclosure-reporting entries rose by 1 (2 -> 3).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
63
April 2025 — SAGEVIEW ADVISORY GROUP, LLC reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
47
April 2024 — SAGEVIEW ADVISORY GROUP, LLC notice-filed in PR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2024 — SAGEVIEW ADVISORY GROUP, LLC shrank from 145 to 131 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
65
April 2024 — SAGEVIEW ADVISORY GROUP, LLC reported RAUM up 30% ($156.40B -> $202.57B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.