PLANVEST FINANCIAL, INC.
CRD #290306 SEC #801-131058 GAITHERSBURG, MD (301) 977-7123
SEC Registered
Total AUM
$126M
Discretionary
$126M
Employees
8
Clients
0
Accounts
538
Firm Details
- Organization Type
- Corporation
- State of Formation
- Maryland
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 5, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CLONCH, RICHARD | I | CEO / CCO | E | Control |
| CLONCH, RICHARD | I | CEO / CCO | E | Control |
| CLONCH, RICHARD | I | CEO / CCO | E | Control |
| CLONCH, RICHARD | I | CEO / CCO | E | Control |
| CLONCH, RICHARD | I | CEO / CCO | E | Control |
| CLONCH, RICHARD | I | CEO / CCO | E | Control |
| CLONCH, RICHARD | I | CEO / CCO | E | Control |
| CLONCH, RICHARD | I | CEO / CCO | E | Control |
| CLONCH, RICHARD | I | CEO / CCO | E | Control |
| CLONCH, RICHARD | I | CEO / CCO | E | Control |
| CLONCH, RICHARD | I | CEO / CCO | E | Control |
| CLONCH, RICHARD | I | CEO / CCO | E | Control |
| CLONCH, RICHARD | I | CEO / CCO | E | Control |
| CLONCH, RICHARD | I | CEO / CCO | E | Control |
| CLONCH, RICHARD | I | CEO / CCO | E | Control |
Registrations
Federal
IA
Nov 5, 2025 REGISTERED
Notice Filings (11)
CA DC FL MD NC NY PA SC TN VA WV
Address
711 WASHINGTONIAN BLVD, SUITESUITE 550
GAITHERSBURG, MD 20878
United States
Phone: (301) 977-7123