PLAN GROUP FINANCIAL, INC.
Firm details
- Headquarters
- OKLAHOMA CITY, Oklahoma
- CRD number
- 116508
- Registered since
- April 30, 2020
- Website
- plangroup.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI69.43%
- Individuals30.57%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Plan Group Financial, Inc. is an independent registered investment adviser that provides financial planning and portfolio management primarily for individuals, families and small businesses. The firm, formed as a corporation and SEC-registered in 2020, operates as a capital allocator and uses both percentage-of-AUM and fixed-fee billing. Its advisory services include comprehensive financial planning, discretionary portfolio management for individual and small business clients, and the selection and oversight of third-party advisers. The firm does not position itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds60%
- Exchange Traded Equities21%
- Private Funds12%
- US Government Bonds3%
- State & Local Bonds3%
Owners & executives
3 of 3James Billingsley
Chief Financial AdvisorCRD 1190831
DOUGLAS CLAYCOMB
Owner & CEOCRD 4751115
BRETT POHL
Chief Compliance OfficerCRD 5896497
Contacts
3 of 16Hayden Przybysz
Senior Tax SpecialistCRD 6443664
SRIKANT JONNADA
Registered RepresentativeCRD 5631338
Tobin Thomas
Registered RepresentativeCRD 7085993
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 126Active vs passive
$315M in ETFs
78%
$245M
20%
$70.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PACER US CASH COWS 100 ETF (COWZ) | Passive | Mid Cap Value | $14.4M | 229,452 | 4.56% |
Location
OKLAHOMA CITY, OK
OKLAHOMA
Location
OKLAHOMA CITY, OK
Headquartered in OKLAHOMA CITY, OK, anchoring the Oklahoma City-Shawnee, OK metro in the South.
- Metro area
- Oklahoma City-Shawnee, OK
- Region
- South
- County
- OKLAHOMA
- Address
- 101 NE 82nd St
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
CASTLEPOINT WEALTH ADVISORS
RIAOKLAHOMA CITY, OK
VISTA INVESTMENT PARTNERS LLC
RIAOKLAHOMA CITY, OK
INVESTRUST CONSULTING, LLC
RIAOKLAHOMA CITY, OK
ACORN CAPITAL MANAGEMENT
RIAOKLAHOMA CITY, OK
FOURPATH CAPITAL MANAGEMENT, LLC
RIAOKLAHOMA CITY, OK
MITCHELL & PAHL PRIVATE WEALTH
RIAOKLAHOMA CITY, OK