# Plan Group Financial, Inc.

Plan Group Financial, Inc. is a Registered Investment Adviser based in Oklahoma City, United States.

## Overview

- **Organization type:** Registered Investment Adviser
- **Headquarters:** Oklahoma City, United States
- **Region:** North America
- **Address:** Oklahoma City, OK, United States
- **Assets under management:** $690.3M regulatory AUM (Form ADV, October 2026)
- **Website:** plangroup.com

## Regulatory record

- **CRD number:** 116508
- **SEC file number:** 801-118599
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-10-01
- **Reports private funds:** No

## About

Plan Group Financial, Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 116508, SEC file 801-118599), with its main office in Oklahoma City, Oklahoma. Its Form ADV filed on 1 October 2026 reports $690.3M in regulatory assets under management across 3,102 accounts.

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Updated: 2026-10-14T19:21:12.885Z

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