# PLAN GROUP FINANCIAL, INC.

PLAN GROUP FINANCIAL, INC. of OKLAHOMA CITY, OK is an SEC-registered investment adviser.

## Registration

- CRD: 116508
- Type: SEC-registered investment adviser
- SEC file number: 801-118599
- Location: 101 N.E. 82ND STREET, SUITE 200, OKLAHOMA CITY, OK, 73114
- Phone: 405-848-1099
- Latest filing: 2026-04-06
- Regulatory AUM: $690.3M
- Discretionary AUM: $682.7M
- Non-discretionary AUM: $7.6M
- Clients: 29
- Accounts: 3,102

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| Brett William Pohl | CHIEF COMPLIANCE OFFICER | — |
| Douglas Ray Claycomb | PRESIDENT | — |
| Cody Owen Wheeler | DIRECTOR OF OPERATIONS | — |
| CLAYCOMB DOUGLAS RAY | PRESIDENT; PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| PETRAITIS BRIAN JOSEPH | CHIEF COMPLIANCE OFFICER | — |
| HOPKINS ROBERT LEE | CHIEF COMPLIANCE OFFICER | — |
| WHEELER CODY OWEN | DIRECTOR OF OPERATIONS | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/116508/brochure
- Similar advisers: https://search.stillhousedata.com/firm/116508/similar
- Related entities: https://search.stillhousedata.com/firm/116508/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/116508

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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.