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Plan Group Financial, Inc.

● SEC registered since 2020CRD 116508SEC# 801-118599Oklahoma City, OK
Export (members)
Reg. AUM
$541.4M
Employees
27
Accounts
2,693
Location
Oklahoma City, OK

Plan Group Financial, Inc. assets under management

Plan Group Financial, Inc. is an SEC-registered investment adviser based in Oklahoma City, OK. The firm has been registered since 2020. It reports $541.4 million in regulatory assets under management and employs 27 people.
www.plangroup.comView on SEC.gov ↗

Plan Group Financial, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Brett William PohlChief Compliance OfficerUnder 5%2025
Cody Owen Wheeler ControlDirector Of OperationsUnder 5%2022
Douglas Ray Claycomb ControlPresidentOver 75%2017

Frequently asked questions

How much does Plan Group Financial, Inc. manage?

Plan Group Financial, Inc. reports $541.4 million in regulatory assets under management on its Form ADV.

How many employees does Plan Group Financial, Inc. have?

Plan Group Financial, Inc. reports 27 employees.

Where is Plan Group Financial, Inc. located?

Plan Group Financial, Inc. is based in Oklahoma City, OK and has been SEC-registered since 2020.

Does Plan Group Financial, Inc. disclose fund performance?

Plan Group Financial, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address101 N.e. 82nd Street, Suite 200, Oklahoma City, OK 73114
Phone405-848-1099
Fax405-848-1163
Office hours8:00a.m. - 5:00p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$537.2M
Non-discretionary$4.2M
Total (RAUM)$541.4M