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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Foundation valueQuantum +more
- Established Date
- 05-02-1996
- Office Locations
- 6
Office Locations
About Plan Group Financial, Inc.
PlanGroup Financial is an Oklahoma City-based registered investment advisor that operates as a private-family office serving a defined set of families. The team provides integrated wealth planning (legacy/estate and tax planning, retirement and insurance) alongside discretionary investment management focused on asset allocation using public funds and ETFs, with select use of fixed income and alternatives such as real estate/private equity. Client assets are custodied with major platforms including Schwab and Fidelity.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DOUGLAS RAY CLAYCOMB
Portfolio Manager, President
- CRD
- #4751115
- Ownership
- 75% or more
BRETT WILLIAM POHL
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Capital value
Pioneer timber
- CRD
- #19368
- Ownership
- 45.8%
Showing 2 of 3 owners & executives
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SPENCER DOYLE AUFENTHIE
--
- CRD
- #7847232
James Carroll Billingsley
Investment Advisor Representative
- CRD
- #1190831
Timber eagle
Pioneer bridge
- CRD
- #64841
Showing 2 of 19 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $682,740,271 | $224,217 |
| Non-Discretionary | $7,563,315 | $132,690 |
| Total | $690,303,586 | $222,535 |
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Separately Managed Accounts
Total SMA Asset: $690,303,586
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $845,436,534 | 9.6% |
| Equity - Exchange | $1,717,292,960 | 19.5% |
| Private Funds | $1,505,933,826 | 17.1% |
| Municipal Bonds | $1,963,878,615 | 22.3% |
| U.S. Government/Agency | $1,620,420,023 | 18.4% |
| Corporate - Investment Grade | $1,153,668,604 | 13.1% |
| Total | $8,806,630,562 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VECTOR HARBOR VECTOR | MOMENTUM MOMENTUM | MU1JYL60O | OHH | 10.19% | $112,891,877 |
| FUSION ATLAS PIONEER | OAK VITAL | 8I5YMTTMT | LOOVS | 3.59% | $84,449,014 |
| TIMBER PRIME EMBER | FOCUS ELEMENT | S149ORKPW | XHAG | 10.99% | $65,326,147 |
| LEGACY VECTOR | EAGLE BEACON | RFMJOLSJU | SWG | 4.63% | $31,068,582 |
| VALUE VALUE PIONEER | VERTEX VALUE | WSNO9BJAD | JSECH | 12.51% | $32,284,121 |
| UNISON VALUE | EAGLE SIGNAL | K00JDZ85I | GIK | 8.03% | $100,138,882 |
| ALPHA NORTH | INSIGHT FOCUS | U01UOUIVH | KJDO | 5.63% | $65,087,418 |
| ATLAS DELTA | TIMBER PRIME | 36S7FSX3N | SSKP | 7.33% | $14,101,770 |