CRD: 11869
Planmember Securities Corporation
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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-09-1985
- Office Locations
- 225
Office Locations
About Planmember Securities Corporation
PlanMember Securities Corporation provides retirement planning and investment guidance for public education employees, nonprofit/mission-driven organizations, and individuals and families, using a structured analysis-advice-review-support process. Advisors help participants understand and optimize employer-sponsored plans (e.g., 403(b)) and build long-term strategies. Backed by nearly 500 financial professionals in all 50 states and service to 4,200+ employers.
Reported data analysis
What the numbers show
Between March 31, 2025 and August 5, 2026, reported AUM increased 12.0%, from $9.0B to $10.1B.
Across 5 reported observations, AUM increased 23.2% between September 14, 2022 and August 5, 2026, from $8.2B to $10.1B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 425 advisory representatives and 69,770 clients, or 164.2 clients per representative. That equates to $145.1K in reported AUM per client.
The profile lists 225 reported office locations and 41 years in operation. The source data was last updated on August 5, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
BYRON FRANCIS BOWMAN
Chief Legal Officer, Investment Advisor, Secretary
- CRD
- --
- Ownership
- Less than 5%
SEAN PATRICK HALEY
Chief Compliance Officer
- CRD
- #2837579
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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Francis Christopher Abbey
Regional Director
- CRD
- #1218000
MARTIN WAYNE ADAMS
Advisor
- CRD
- #2703719
Showing 2 of 588 contacts
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,120,552,229 | $145,316 |
| Non-Discretionary | $0 | -- |
| Total | $10,120,552,229 | $145,316 |
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Separately Managed Accounts
SMA allocation detail is available
Planmember Securities Corporation has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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