# 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.

- CRD: 284461
- Filed as: GREAT PATH PLANNING
- Legal name: Semitam Bonam LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Goshen, NY
- Filing period: October 2026
- Form ADV filing dated: March 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/284461
- AdvisorCensus page: https://advisorcensus.com/firm/great-path-planning-goshen-ny-284461

## Quick answers

**How 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

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 23, 2026)

- Account minimum: None

> For clients engaging Great Path in any of our Financial Planning Services, there is no minimum account size.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $167,227,197
- Discretionary: $162,555,038
- Non-discretionary: $4,672,159

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 11 | $4,126,377 |
| High net worth individuals | 55 | $160,087,795 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $3,013,025 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2020 (6 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA, NC, NJ, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Peachtree City, GA
- Suffern, NY

### Websites listed on Form ADV (Item 1.I)
- greatpath.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $45,670,313 | 2 | June 8, 2021 |
| October 2022 | $77,792,732 | 2 | January 24, 2022 |
| October 2023 | $91,880,442 | 2 | September 27, 2023 |
| October 2024 | $113,659,557 | 2 | February 5, 2024 |
| October 2025 | $144,261,760 | 3 | July 29, 2025 |
| October 2026 | $167,227,197 | 3 | March 20, 2026 |

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.

## 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%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Great Path Planning (CRD 284461): Form ADV filing data as of October 2026.