OKLAHOMA CITY, OKCRD 116508Latest ADV April 6, 2026
Plan Group Financial, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Oklahoma City, OK. Its latest Form ADV filing, dated April 6, 2026, reports $690M in regulatory assets under management, 29 employees, 8 offices, and 3,102 accounts.
Assets Under Management
$690M
Employees
29
Offices
8 offices
Total Clients
1,221
Primary office
OKLAHOMA CITY, OK
101 N.E. 82ND STREET, SUITE 200, OKLAHOMA CITY, OK, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 87.8% of total clients.
Top client categories% of clientsClients
1
Individuals
87.8%
1,072
2
HNWI
12.2%
149
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$690Mas of April 6, 2026
Discretionary98.9%
$683M
99% of total RAUM98.9%
Non-discretionary1.1%
$8M
1% of total RAUM1.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$690M
Total Accounts3,102
10Y AUM Change+$589M (+578.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees29
Clients per Employee42:1
10Y Employee Change+18 (+163.6%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.