# PLANVEST FINANCIAL, INC.

PLANVEST FINANCIAL, INC. of GAITHERSBURG, MD is an SEC-registered investment adviser.

## Registration

- CRD: 290306
- Type: SEC-registered investment adviser
- SEC file number: 801-131058
- Location: 9711 WASHINGTONIAN BLVD, SUITE, SUITE 550, GAITHERSBURG, MD, 20878
- Phone: (301) 977-7123
- Latest filing: 2026-07-27
- Regulatory AUM: $175.9M
- Discretionary AUM: $175.9M
- Clients: 8
- Accounts: 553

## Business model

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

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Richard Clonch | CEO / CCO | — |
| CLONCH RICHARD | CEO / CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/290306/brochure
- Similar advisers: https://search.stillhousedata.com/firm/290306/similar
- Related entities: https://search.stillhousedata.com/firm/290306/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/290306

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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.