# PLANFIRST INC

PLANFIRST INC of GREENVILLE, SC is an SEC-registered investment adviser.

## Registration

- CRD: 108941
- Type: SEC-registered investment adviser
- SEC file number: 801-55657
- Location: 9 HALTON GREEN WAY, GREENVILLE, SC, 29607
- Phone: 864-233-7405
- Latest filing: 2019-02-20
- Regulatory AUM: $374.4M
- Discretionary AUM: $374.4M
- Clients: 10
- Accounts: 1,610

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| MILLER BRUCE WAYNE | PRINCIPAL; PRINCIPAL/CHIEF COMPLIANCE OFFICER; VICE PRESIDENT | — |
| ROOK JAMES R | CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER/VICE PRESIDENT | — |
| FAYONSKY JAMES LEON | PRESIDENT | — |
| WALLICE STACIE | CHIEF COMPLIANCE OFFICER | — |
| ROBINSON TOD JOEL | CHIEF OPERATING OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/108941/brochure
- Similar advisers: https://search.stillhousedata.com/firm/108941/similar
- Related entities: https://search.stillhousedata.com/firm/108941/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/108941

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.