Creative Planning Acquires Rosen Capital Management


June 27, 2022

On June 10, 2022, Creative Planning, LLC, announced that it had acquired Rosen Capital Management, Inc.

Under the terms of the transaction, Creative Planning, LLC (“Creative Planning”) has acquired Rosen Capital Management (“Rosen”). Two employees from Rosen, including CEO Glenn Rosen, will join the Creative Planning team. Terms of the deal were not disclosed.

Creative Planning, based in Overland Park, Kansas, is an independent wealth management firm. At December 31, 2021, Creative Planning had approximately $225 billion in assets under management or advisement.

Rosen, based in Macon, Georgia, is a financial planning firm. At the time of the acquisition, Rosen had $114 million in assets under management. InCap Group, Inc. served as financial advisor to Rosen on the transaction.

To read the press release: please click here.

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