PLANNING SOLUTIONS GROUP LLC

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Planning Solutions Group is based out of Fulton. Planning Solutions Group is a large advisory firm with 1020 clients and discretionary assets under management (AUM) of $682,505,608 (Form ADV from 2019-04-25). Their last reported 13F filing for Q2 2019 included $194,265,000 in managed 13F securities and a top 10 holdings concentration of 49.3%. Planning Solutions Group's largest holding is iShares Core S&P 500 ETF with shares held of 84,867. Whalewisdom has at least 3 13F filings

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06/30/2019

13F Sector Allocation Over Time

06/30/2019

13F Activity

  • Market Value $194.265 Million
  • Prior Market Value $186.71 Million
  • New Purchases9 stocks
  • Additional Purchases41 stocks
  • Sold out of4 stocks
  • Reduced holdings in50 stocks
  • Top 10 Holdings % 49.30 %
  • Turnover % [1]:9.29%
  • Turnover Alt % [2]: 3.58 %
  • Time Held Top20:1.85 quarters
  • Time Held Top10:1.70 quarters
  • Time Held All:1.75 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-08-14

Performance for Q2 2019: -0.55%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

PLANNING SOLUTIONS GROUP, LLC
8161 MAPLE LAWN BLVD SUITE 400
FULTON MD    20759
Country: United States

Business Phone: 301-543-6000
Fax: 301-543-6030
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: MD
Number of employees: 32
Other Business Activities: registered representative of a broker-dealer,insurance broker or agent
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 509,410,000
Total Number of Clients: 1020
Amount of client funds and securities by related persons: 8,313,630
Total Number of clients from related persons: 10
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Recent Insider Transactions

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PLANNING SOLUTIONS GROUP, LLC

ownership team - last updated 2019-04-25
Name Title Start Date Direct/Indirect % Ownership
PSG COMPANIES, LLC MEMBER 11/01/2010 Direct 75% or more
Fund Name Position direct/indirect start date end date
BRAMPTON ASSET MANAGEMENT, LLC MEMBER direct 2010-11-01
PSG INVESTMENT ADVISORS, LLC MEMBER direct 2011-12-01
GRETCHEN, LAUREN, GAIL CHIEF COMPLIANCE OFFICER 02/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
PLANNING SOLUTIONS GROUP, LLC CHIEF COMPLIANCE OFFICER direct 2012-02-01
PSG INVESTMENT ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2012-02-01
KVECH, TIMOTHY, JERRY MEMBER PSG COMPANY, LLC 11/01/2010 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
PLANNING SOLUTIONS GROUP, LLC MEMBER indirect 2010-11-01
BRAMPTON ASSET MANAGEMENT, LLC MEMBER direct 2010-11-01
PSG INVESTMENT ADVISORS, LLC MEMBER indirect 2011-12-01
CARSON, ROBERT, HAYES MANAGING MEMBER PSG COMPANY, LLC 11/01/2010 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
PLANNING SOLUTIONS GROUP, LLC MANAGING MEMBER indirect 2010-11-01
BRAMPTON ASSET MANAGEMENT, LLC MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 2010-11-01
PLANNING SOLUTIONS GROUP, LLC CHIEF COMPLIANCE OFFICER direct 2010-11-01
PSG INVESTMENT ADVISORS, LLC MANAGING MEMBER indirect 2011-12-01

PLANNING SOLUTIONS GROUP, LLC

ownership team - last updated 2019-03-28
Name Title Start Date Direct/Indirect % Ownership
PSG COMPANIES, LLC MEMBER 11/01/2010 Direct 75% or more
Fund Name Position direct/indirect start date end date
BRAMPTON ASSET MANAGEMENT, LLC MEMBER direct 2010-11-01
PSG INVESTMENT ADVISORS, LLC MEMBER direct 2011-12-01
GRETCHEN, LAUREN, GAIL CHIEF COMPLIANCE OFFICER 02/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
PLANNING SOLUTIONS GROUP, LLC CHIEF COMPLIANCE OFFICER direct 2012-02-01
PSG INVESTMENT ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2012-02-01
KVECH, TIMOTHY, JERRY MEMBER PSG COMPANY, LLC 11/01/2010 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
PLANNING SOLUTIONS GROUP, LLC MEMBER indirect 2010-11-01
BRAMPTON ASSET MANAGEMENT, LLC MEMBER direct 2010-11-01
PSG INVESTMENT ADVISORS, LLC MEMBER indirect 2011-12-01
CARSON, ROBERT, HAYES MANAGING MEMBER PSG COMPANY, LLC 11/01/2010 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
PLANNING SOLUTIONS GROUP, LLC MANAGING MEMBER indirect 2010-11-01
BRAMPTON ASSET MANAGEMENT, LLC MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 2010-11-01
PLANNING SOLUTIONS GROUP, LLC CHIEF COMPLIANCE OFFICER direct 2010-11-01
PSG INVESTMENT ADVISORS, LLC MANAGING MEMBER indirect 2011-12-01

PLANNING SOLUTIONS GROUP, LLC

ownership team - last updated 2018-10-04
Name Title Start Date Direct/Indirect % Ownership
PSG COMPANIES, LLC MEMBER 11/01/2010 Direct 75% or more
Fund Name Position direct/indirect start date end date
BRAMPTON ASSET MANAGEMENT, LLC MEMBER direct 2010-11-01
PSG INVESTMENT ADVISORS, LLC MEMBER direct 2011-12-01
GRETCHEN, LAUREN, GAIL CHIEF COMPLIANCE OFFICER 02/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
PLANNING SOLUTIONS GROUP, LLC CHIEF COMPLIANCE OFFICER direct 2012-02-01
PSG INVESTMENT ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2012-02-01
KVECH, TIMOTHY, JERRY MEMBER PSG COMPANY, LLC 11/01/2010 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
PLANNING SOLUTIONS GROUP, LLC MEMBER indirect 2010-11-01
BRAMPTON ASSET MANAGEMENT, LLC MEMBER direct 2010-11-01
PSG INVESTMENT ADVISORS, LLC MEMBER indirect 2011-12-01
CARSON, ROBERT, HAYES MANAGING MEMBER PSG COMPANY, LLC 11/01/2010 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
PLANNING SOLUTIONS GROUP, LLC MANAGING MEMBER indirect 2010-11-01
BRAMPTON ASSET MANAGEMENT, LLC MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 2010-11-01
PLANNING SOLUTIONS GROUP, LLC CHIEF COMPLIANCE OFFICER direct 2010-11-01
PSG INVESTMENT ADVISORS, LLC MANAGING MEMBER indirect 2011-12-01

PLANNING SOLUTIONS GROUP, LLC

ownership team - last updated 2018-04-24
Name Title Start Date Direct/Indirect % Ownership
GRETCHEN, LAUREN, GAIL CHIEF COMPLIANCE OFFICER 02/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
PLANNING SOLUTIONS GROUP, LLC CHIEF COMPLIANCE OFFICER direct 2012-02-01
PSG INVESTMENT ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2012-02-01
PSG COMPANIES, LLC MEMBER 11/01/2010 Direct 75% or more
Fund Name Position direct/indirect start date end date
BRAMPTON ASSET MANAGEMENT, LLC MEMBER direct 2010-11-01
PSG INVESTMENT ADVISORS, LLC MEMBER direct 2011-12-01
KVECH, TIMOTHY, JERRY MEMBER PSG COMPANY, LLC 11/01/2010 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
PLANNING SOLUTIONS GROUP, LLC MEMBER indirect 2010-11-01
BRAMPTON ASSET MANAGEMENT, LLC MEMBER direct 2010-11-01
PSG INVESTMENT ADVISORS, LLC MEMBER indirect 2011-12-01
CARSON, ROBERT, HAYES MANAGING MEMBER PSG COMPANY, LLC 11/01/2010 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
PLANNING SOLUTIONS GROUP, LLC MANAGING MEMBER indirect 2010-11-01
BRAMPTON ASSET MANAGEMENT, LLC MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 2010-11-01
PLANNING SOLUTIONS GROUP, LLC CHIEF COMPLIANCE OFFICER direct 2010-11-01
PSG INVESTMENT ADVISORS, LLC MANAGING MEMBER indirect 2011-12-01

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