GAITHERSBURG, MDCRD 290306Latest ADV March 31, 2026
Planvest Financial, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Gaithersburg, MD. Its latest Form ADV filing, dated March 31, 2026, reports $176M in regulatory assets under management, 8 employees, 1 office, and 553 accounts.
Assets Under Management
$176M
Employees
8
Offices
1 office
Total Clients
309
Primary office
GAITHERSBURG, MD
9711 WASHINGTONIAN BLVD, SUITE, SUITE 550, GAITHERSBURG, MD, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 72.5% of total clients.
Top client categories% of clientsClients
1
Individuals
72.5%
224
2
HNWI
26.9%
83
3
Corporations
0.6%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$176Mas of March 31, 2026
Discretionary100.0%
$176M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$176M
Total Accounts553
10Y AUM Change+$176M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee39:1
10Y Employee Change+2 (+33.3%)
* 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.