← 栏目首页 | 数据源：SEC Form ADV Part 1（FOIA 全量数据包）· 该机构最新一次申报（06/13/2024）
PLANCORP, LLC · 所有者与执行高管（CRD 106599）
机构事实页：PLANCORP, LLC 事实页 → | 官方原文：IAPD firm-summary/106599
Schedule A · 直接所有者（16 条）
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| KERCKHOFF, J., CHRISTOPHER | 个人 | CHAIRMAN, PRESIDENT, CEO AND ELECTED MANAGER | 是 | NA |
| JCK II, INC. | 境内实体 | MEMBER | — | B |
| GARTON, WESLEY, WARREN | 个人 | CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER | 是 | NA |
| DE BEER, MARTHIN, FREDERICK | 个人 | ELECTED MANAGER | 是 | NA |
| BMK HOLDING, INC | 境内实体 | MEMBER | — | A |
| HCF, INC. | 境内实体 | MEMBER | — | A |
| BLW INVESTMENT COMPANY | 境内实体 | MEMBER | — | A |
| CYNOSURE WEALTH PARTNERS, LLC | 境内实体 | MEMBER | — | A |
| CYNOSURE PARTNERS 2020, LP | 境内实体 | MEMBER | — | B |
| KING, BRIAN, MATTHEW | 个人 | VICE CHAIRMAN AND ELECTED MANAGER | 是 | NA |
| OLIGSCHLAEGER, MARK, ALAN | 个人 | ELECTED MANAGER | 是 | NA |
| ESSON, MICHAEL, LEO | 个人 | CHIEF INFORMATION SECURITY OFFICER | 是 | NA |
| GRELLE, KATHERINE (KASEY), CARRINGTON JOYCE | 个人 | MANAGER | 是 | NA |
| SEGAL, SPENSER, HAYWARD | 个人 | MANAGER | 是 | NA |
| TRIA ASSET HOLDINGS E, LLC | 境内实体 | MEMBER | 是 | B |
| ROBINS, BENJAMIN, JOHN | 个人 | ELECTED MANAGER | 是 | NA |
Schedule B · 执行高管（20 条）
| 名称 | 职务 | 控制人 |
|---|---|---|
| KERCKHOFF, J., CHRISTOPHER | TRUSTEE | 是 |
| THE BRIAN M. KING REVOCABLE TRUST | SHAREHOLDER | — |
| KING, BRIAN, MATTHEW | TRUSTEE | — |
| KING, ANNA, ELIZABETH | TRUSTEE | — |
| THE HARRY CHAD FRAZIER REVOCABLE TRUST DTD 12/2/2011 | SHAREHOLDER | — |
| FRAZIER, HARRY, CHAD | TRUSTEE | — |
| FRAZIER, CHRISTINA, STEUBY | TRUSTEE | — |
| WIEDERMANN, BRIAN, LOUIS | SOLE SHAREHOLDER | — |
| GEORGE S. AND DOLORES DORE ECCLES FOUNDATION | MEMBER | 是 |
| Eccles, Spencer, Fox | DIRECTOR | 是 |
| Eccles, Lisa, Ellen | DIRECTOR | 是 |
| Graham, Robert, Maurice | DIRECTOR | 是 |
| J. CHRISTOPHER KERCKHOFF, JR. REVOCABLE LIVING TRUST | SHAREHOLDER | 是 |
| Kerckhoff, Jessica, Ann | TRUSTEE | 是 |
| TRIA CAPITAL PARTNERS ASSETCO, LLC | MEMBER | 是 |
| TRIA CAPITAL PARTNERS, LLC | MEMBER | 是 |
| TRIA CAPITAL PARTNERS HOLDINGS, LLC | MEMBER | 是 |
| ROBINS, BENJAMIN, JOHN | MEMBER | 是 |
| CORTEZ, STEVEN, EDWARD | MEMBER | 是 |
| KANNER, YVONNE, NADINNE | MEMBER | 是 |
口径：Form ADV 为投资顾问向 SEC/IARD 的申报，所有者与高管为机构自报；本库取该机构在数据区间内的最新一次申报快照（官方数据包截至 2024-12-31），此后的人事变化不在本页反映。持股方式为 ADV 原始代码。
