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- Custodian
- Charles Schwab & Company · Equity Trust · Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-02-1996
- Office Locations
- 5
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.
Reported data analysis
What the numbers show
Between March 28, 2025 and October 1, 2026, reported AUM increased 27.5%, from $541.4M to $690.3M.
Across 5 reported observations, AUM increased 182.6% between March 31, 2022 and October 1, 2026, from $244.2M to $690.3M.
Of the latest reported AUM, 98.9% is discretionary and 1.1% is non-discretionary.
The firm reports 17 advisory representatives and 1,221 clients, or 71.8 clients per representative. That equates to $565.4K in reported AUM per client.
The profile lists 5 reported office locations and 30 years in operation. The source data was last updated on October 1, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Custodian
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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%
Showing 2 of 3 owners & executives
Unlock allContacts
SPENCER DOYLE AUFENTHIE
Investment Analyst & Research Manager
- CRD
- #7847232
James Carroll Billingsley
Investment Advisor Representative
- CRD
- #1190831
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
SMA allocation detail is available
Plan Group Financial, Inc. has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Plan Group Financial, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.