Plan Group Financial, LLC
Plan Group Financial, LLC is an asset management and advisory firm based in Oklahoma City, Oklahoma, United States, founded in 2011. The firm specializes in financial planning and portfolio management for individuals, particularly retail and high-net-worth investors. As of early 2025, the firm manages approximately $541 million in assets for more than 2,500 accounts and employs around 24 to 27 professionals, with over half in investment-related roles. Plan Group provides discretionary investment management services and is registered in multiple US states.
Investment Strategy
Plan Group Financial, LLC offers discretionary portfolio management services, focusing on tailored investment strategies for individuals, including high-net-worth clients. The firm emphasizes diversification and seeks to create portfolios aligned with clients' financial goals and risk profiles. Their portfolio typically consists of a mix of equities, ETFs, mutual funds, and possibly alternative investments such as real estate. Fee structures are based on assets under management and, in some cases, fixed fees. The firm’s approach includes asset allocation, manager selection, and rebalancing to maintain target exposure levels.
Top Holdings
Equity Positions (159)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 6.03% | $18.3M | 32,284 | $449.44 | $568.03 | -$1.8M |
A ACWI | ISHARES TR | 4.35% | $13.2M | 102,924 | $102.68 | $128.60 | +$343.8K |
C COWZ | PACER FDS TR | 3.90% | $11.9M | 215,438 | $51.06 | $55.10 | -$645.4K |
I IWR | ISHARES TR | 3.26% | $9.9M | 107,824 | $78.17 | $91.97 | -$858.9K |
I IJR | ISHARES TR | 3.10% | $9.4M | 86,318 | $103.04 | $109.29 | -$715.4K |