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Planmember Securities Corporation

Planmember Securities Corporation. CRD 11869

Planmember Securities Corporation logo

CRD: 11869

Planmember Securities Corporation

Carpinteria, CA, 93013
8056841199
www.planmember.com/members
$10.1B Total AUM
$10.1B Disc. AUM
10.4% 3Y CAGR
429 Employees
69,770 ADV. Clients
41 yrs Firm Age

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Firm Details

Custodian
Pershing
Clients
Retail and Institutional
Platforms
Atlas fusionVertex insight +more
Established Date
01-09-1985
Office Locations
226

Office Locations

1004 Rosecrans AVE Manhattan Beach CA
10085 Carroll Canyon Road, Suite 150 SAN Diego CA
1010 East 8TH Street Odessa TX

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.

Team overview

48 AVG AGE
$23.8M AVG AUM / ADVISOR
$145.1K AVG AUM / CLIENT
10 yrs AVG TENURE
429 Employees
425 Advisory Reps
425 RIA Reps
41yrs Firm Age

Insights

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Asset Classes

Insight matrix Quantum

Custodian

Crest peak Oak Fusion north Beacon peak Vector pioneer Zenith Matrix timber

Investment Themes

Eagle summit Meridian

Investment Vehicles

Glacier

Services

Prime Value focus Delta ridge Prime north Prime frontier Value delta Fusion Capital frontier Prime

Technology

Prime Value horizon Focus

Owner & Executives

B

BYRON FRANCIS BOWMAN

Chief Legal Officer, Investment Advisor, Secretary

CRD
--
Ownership
Less than 5%
(322) 230-6554
vital.fusion@wavecapital.com
in linkedin.com/in/focus-matrix
SEAN PATRICK HALEY

SEAN PATRICK HALEY

Chief Compliance Officer

CRD
#2837579
Ownership
Less than 5%
(720) 408-9190
vector.glacier@frontiercapital.com
in linkedin.com/in/momentum-unison
P

Pioneer vital

Crest unison value

CRD
#49718
Ownership
29.3%
(205) 891-5774
timber.ridge@northcapital.com
in linkedin.com/in/crest-peak

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Contacts

Francis Christopher Abbey

Francis Christopher Abbey

Regional Director

CRD
#1218000
(754) 521-9552
fusion.peak@crestcapital.com
in linkedin.com/in/harbor-ridge
M

MARTIN WAYNE ADAMS

Advisor

CRD
#2703719
(971) 409-3951
radial.prime@vectorcapital.com
in linkedin.com/in/vital-fusion
V

Vector zenith

Meridian timber

CRD
#70571
(985) 537-2858
matrix.delta@atlascapital.com
in linkedin.com/in/alpha-fusion

Showing 2 of 582 contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
09-14-2022
03-31-2023
12-20-2024
03-31-2025
03-31-2026
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

Total SMA Asset: $10,120,552,229

$10.1B Total SMA
Public Funds:
40.7%
Corporate - Investment Grade:
20.0%
Equity - Exchange:
30.7%
Municipal Bonds:
8.6%
Asset class Assets Assets %
Public Funds $1,879,207,255 40.7%
Corporate - Investment Grade $923,443,368 20.0%
Equity - Exchange $1,417,485,570 30.7%
Municipal Bonds $397,080,649 8.6%
Total $4,617,216,842 100.0%

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