# ACA/PRUDENT Investors Planning Corporation

> ACA/PRUDENT Investors Planning Corporation is an SEC-registered investment advisory firm in Green Brook, NJ, registered since 1999, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 47798
- Filed as: ACA/PRUDENT INVESTORS PLANNING CORPORATION
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Green Brook, NJ
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/47798
- AdvisorCensus page: https://advisorcensus.com/firm/aca-prudent-investors-planning-corporation-green-brook-nj-47798

## Quick answers

**How is ACA/PRUDENT Investors Planning Corporation compensated?**
On its Form ADV (Item 5.E, October 2026), ACA/PRUDENT Investors Planning Corporation reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is ACA/PRUDENT Investors Planning Corporation located?**
ACA/PRUDENT Investors Planning Corporation's principal office is in Green Brook, NJ, according to its Form ADV.

**Is ACA/PRUDENT Investors Planning Corporation registered with the SEC or a state?**
ACA/PRUDENT Investors Planning Corporation is an SEC-registered investment advisory firm, registered since 1999. Status as filed: Approved. CRD 47798.

**How much does ACA/PRUDENT Investors Planning Corporation manage?**
ACA/PRUDENT Investors Planning Corporation reports $351,355,616 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (0% discretionary).

**How have ACA/PRUDENT Investors Planning Corporation's assets and staff changed since 2021?**
In the Form ADV data for ACA/PRUDENT Investors Planning Corporation: Regulatory assets under management: $261,110,396 in the October 2021 data and $351,355,616 in the October 2026 data, up 35%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does ACA/PRUDENT Investors Planning Corporation serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (810); high net worth individuals (70).

**Does ACA/PRUDENT Investors Planning Corporation report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/47798

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $351,355,616
- Discretionary: $0
- Non-discretionary: $351,355,616

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 810 | $183,458,240 |
| High net worth individuals | 70 | $167,897,376 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Not reported | $0 |
| Charitable organizations | Not reported | $0 |
| State or municipal government entities (including government pension plans) | Not reported | $0 |
| Other investment advisers | Not reported | $0 |
| Insurance companies | Not reported | $0 |
| Sovereign wealth funds and foreign official institutions | Not reported | $0 |
| Corporations or other businesses not listed above | Not reported | $0 |
| Other | Not reported | $0 |

### Advisory services (Item 5.G)
- Market timing services

### Firm details
- Registered since: 1999 (27 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CT, FL, LA, MA, MD, NC, NH, NJ, NY, PA, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $261,110,396 | 2 | March 24, 2021 |
| October 2022 | $299,013,764 | 2 | March 18, 2022 |
| October 2023 | $240,790,326 | 2 | March 22, 2023 |
| October 2024 | $294,401,513 | 2 | March 19, 2024 |
| October 2025 | $323,469,032 | 2 | March 27, 2025 |
| October 2026 | $351,355,616 | 2 | March 26, 2026 |

Regulatory assets under management: $261,110,396 in the October 2021 data and $351,355,616 in the October 2026 data, up 35%.
Total employees: 2 in October 2021 and 2 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. ACA/PRUDENT Investors Planning Corporation (CRD 47798): Form ADV filing data as of October 2026.