Plan Group Financial, Inc.
● SEC registered since 2020CRD 116508SEC# 801-118599Oklahoma City, OK
Reg. AUM
$690.3M
Employees
29
Accounts
3,102
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 $690.3 million in regulatory assets under management and employs 29 people.
Plan Group Financial, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brett William Pohl | Chief Compliance Officer | Under 5% | 2025 |
| Cody Owen Wheeler Control | Director Of Operations | Under 5% | 2022 |
| Douglas Ray Claycomb Control | President | Over 75% | 2017 |
Frequently asked questions
How much does Plan Group Financial, Inc. manage?
Plan Group Financial, Inc. reports $690.3 million in regulatory assets under management on its Form ADV.
How many employees does Plan Group Financial, Inc. have?
Plan Group Financial, Inc. reports 29 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
| Address | 101 N.e. 82nd Street, Suite 200, Oklahoma City, OK 73114 |
| Phone | 405-848-1099 |
| Fax | 405-848-1163 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$690.3M▲ 28%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 40%
Larger than 60% of 16,271 advisers
EmployeesTop 18%
More than 82% of 16,825 advisers
Assets under management
$690.3Mregulatory AUM
Discretionary $682.7MNon-discretionary $7.6M