{
  "crd_number": 284461,
  "slug": "great-path-planning-goshen-ny-284461",
  "primary_business_name": "GREAT PATH PLANNING",
  "legal_name": "SEMITAM BONAM LLC",
  "dbas": [],
  "city": "Goshen",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "28880",
  "metro": {
    "cbsa_code": "28880",
    "common_name": "Kiryas Joel",
    "msa_name": "Kiryas Joel-Poughkeepsie-Newburgh, NY",
    "path": "/advisors/ny/kiryas-joel"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2020-09-02",
  "years_registered": 6,
  "period": "2026-10-01",
  "filing_date": "2026-03-20",
  "carried_forward": false,
  "raum_total": 167227197.0,
  "raum_discretionary": 162555038.0,
  "raum_non_discretionary": 4672159.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 4126377.0,
      "count": 11
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 160087795.0,
      "count": 55
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 3013025.0,
      "count": null,
      "fewer_than_5": true
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "GA",
    "NC",
    "NJ",
    "NY",
    "TX"
  ],
  "websites": [
    "https://greatpath.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/284461",
  "city_as_filed": "GOSHEN",
  "url": "https://advisorcensus.com/firm/great-path-planning-goshen-ny-284461",
  "display_name": "Great Path Planning",
  "summary": "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.",
  "citation": "AdvisorCensus. Great Path Planning (CRD 284461): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Great Path Planning compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Great Path Planning reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Great Path Planning located?",
      "a": "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)."
    },
    {
      "q": "Is Great Path Planning registered with the SEC or a state?",
      "a": "Great Path Planning is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 284461."
    },
    {
      "q": "How much does Great Path Planning manage?",
      "a": "Great Path Planning reports $167,227,197 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (97% discretionary)."
    },
    {
      "q": "How have Great Path Planning's assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Great Path Planning serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (55); individuals (other than high net worth individuals) (11)."
    },
    {
      "q": "Which custodians does Great Path Planning use?",
      "a": "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."
    },
    {
      "q": "Does Great Path Planning report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does Great Path Planning state an account minimum?",
      "a": "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.\""
    },
    {
      "q": "What changed in Great Path Planning's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Added an office in Peachtree City, GA. Registered or notice-filed in GA, NJ."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 45670313.0,
      "total_employees": 2,
      "filing_date": "2021-06-08"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 77792732.0,
      "total_employees": 2,
      "filing_date": "2022-01-24"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 91880442.0,
      "total_employees": 2,
      "filing_date": "2023-09-27"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 113659557.0,
      "total_employees": 2,
      "filing_date": "2024-02-05"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 144261760.0,
      "total_employees": 3,
      "filing_date": "2025-07-29"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 167227197.0,
      "total_employees": 3,
      "filing_date": "2026-03-20"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Added an office in Peachtree City, GA.",
        "Registered or notice-filed in GA, NJ."
      ]
    },
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $144,261,760 to $167,227,197 (+16%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 23, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "For clients engaging Great Path in any of our Financial Planning Services, there is no minimum account size."
        ]
      }
    ],
    "quotes": [
      "For clients engaging Great Path in any of our Financial Planning Services, there is no minimum account size."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/great-path-planning-goshen-ny-284461.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 11,
      "fewer_than_5": false,
      "raum": 4126377.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 55,
      "fewer_than_5": false,
      "raum": 160087795.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 3013025.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/284461",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}