Plan Group Financial, Inc.
Plan Group Financial, Inc. is an SEC-registered mass-market adviser in Oklahoma City, OK with $690.3M assets under management (AUM, regulatory AUM), +28% over one year. See who owns Plan Group Financial, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 116508, SEC 801-118599, data through 2026-04-06.
- AUM (assets under management / regulatory AUM)
- $690.3M (2026-04-06)
- Firm type
- Mass-Market Adviser
- Location
- Oklahoma City, OK
- Employees
- 29
- Clients
- 1,221
- CRD
- 116508
- Ownership
- HOPKINS, ROBERT, LEE; CLAYCOMB, DOUGLAS, RAY; POHL, BRETT, WILLIAM; WHEELER, CODY, OWEN; Petraitis, Brian, Joseph
How much AUM does Plan Group Financial, Inc. have?
Plan Group Financial, Inc. reported $690.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-06).
Who owns Plan Group Financial, Inc.?
Disclosed owners and executives of Plan Group Financial, Inc. include HOPKINS, ROBERT, LEE, CLAYCOMB, DOUGLAS, RAY, POHL, BRETT, WILLIAM, WHEELER, CODY, OWEN, Petraitis, Brian, Joseph. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.