firm profile
Plan Group Financial, Inc.
Overview
Plan Group Financial, Inc. is an SEC registered investment adviser based in Oklahoma City, OK, registered since 1996. It reports $69M in assets under management across 3,102 accounts, with 29 employees. It has 17 investment adviser representatives.
- Reported AUM
- $69M
- Discretionary
- 99%
- Accounts
- 3,102
- Average account
- $223K
- Employees
- 29
- Advisory reps
- 17
- Registered since
- 1996
- Jurisdictions
- 15
As reported in the firm's April 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees and Percentage of Assets
Executive officers 3 of 3
- Douglas Ray Claycomb President CRD 4751115
- Brett William Pohl Chief Compliance Officer CRD 5896497
- Cody Owen Wheeler Director of Operations CRD 7216720
Advisory reps 3 of 17
- Spencer Doyle Aufenthie Investment Adviser Rep CRD 7847232
- James C Billingsley Insurance Agent · Investment Adviser Rep CRD 1190831
- Douglas Ray Claycomb Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4751115
14 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 101 NE 82nd St Ste 200
Oklahoma City, OK 73114 - County
- Oklahoma
- Metro area
- Oklahoma City, OK
- Region
- South
Registrations
- SEC registered
- Registered in 15 jurisdictions
- Website: plangroup.com
Every state, with registration dates
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