Isakov Planning Group Inc.
State-registered
Insurance-Affiliated · Boutique (under $100M)
CRD 153685
· Southampton, PA
· www.isakovgroup.com
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ADV data as of May 07, 2026
- Regulatory AUM
- $55.5M
- Discretionary
- $21.4M
- Clients
- 583
- Avg AUM / client
- $95.2K
- Accounts
- 583
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 536 | $12.7M | 22.8% |
| High net worth individuals | 33 | $8.8M | 15.8% |
| Pension and profit sharing plans | 14 | $34.1M | 61.4% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Eugene Kuntorovsky | Registered representative | Dec 2018 (8y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/07/2026 | 1.2 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Interactive Brokers $21.1M (38% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 07, 2026.
View current Form ADV (SEC/IAPD) ↗