AdvisorCensus / Financial advisors / New York / Kiryas Joel / Great Path Planning
Great Path Planning is an SEC-registered investment advisory firm in Goshen, NY, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 20, 2026.
Quick answers
From the filingHow is Great Path Planning compensated?
On its Form ADV (Item 5.E, October 2026), Great Path Planning reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees).
Where is Great Path Planning located?
Great Path Planning's principal office is in Goshen, NY, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F).
Is Great Path Planning registered with the SEC or a state?
Great Path Planning is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 284461.
How much does Great Path Planning manage?
Great Path Planning reports $167,227,197 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (97% discretionary).
How have Great Path Planning's assets and staff changed since 2021?
In the Form ADV data for Great Path Planning: Regulatory assets under management: $45,670,313 in the October 2021 data and $167,227,197 in the October 2026 data, up 266%. Total employees: 2 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Great Path Planning serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (55); individuals (other than high net worth individuals) (11).
Which custodians does Great Path Planning use?
Great Path Planning's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Great Path Planning 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/284461
Does Great Path Planning state an account minimum?
Its Form ADV Part 2A brochure dated February 23, 2026 says: "For clients engaging Great Path in any of our Financial Planning Services, there is no minimum account size."
What changed in Great Path Planning's recent Form ADV filings?
In the April 2026 filing data: Added an office in Peachtree City, GA. Registered or notice-filed in GA, NJ.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: None
The brochure's wording
For clients engaging Great Path in any of our Financial Planning Services, there is no minimum account size.
As stated in the firm's Form ADV Part 2A brochure dated February 23, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$167,227,197 as of October 2026, filing dated March 20, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Registration and firm details
Items 1, 2, 5- Legal name
- Semitam Bonam LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2020 (6 years)
- Employees
- Total: 3. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- Other offices (Schedule D, Section 1.F)
-
2 other offices, as of the April 2026 filing
- States registered or notice-filed
-
5 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $167,227,197 | 3 | March 20, 2026 |
| October 2025 | $144,261,760 | 3 | July 29, 2025 |
| October 2024 | $113,659,557 | 2 | February 5, 2024 |
| October 2023 | $91,880,442 | 2 | September 27, 2023 |
| October 2022 | $77,792,732 | 2 | January 24, 2022 |
| October 2021 | $45,670,313 | 2 | June 8, 2021 |
Regulatory assets under management: $45,670,313 in the October 2021 data and $167,227,197 in the October 2026 data, up 266%.
Total employees: 2 in October 2021 and 3 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Added an office in Peachtree City, GA.
- Registered or notice-filed in GA, NJ.
- March 2026
- Regulatory assets under management went from $144,261,760 to $167,227,197 (+16%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Great Path Planning (CRD 284461): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/great-path-planning-goshen-ny-284461