Planmember Asset Management Corporation
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- —
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 8
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | Fewer than 5 clients | — | — |
| High net worth individuals | Fewer than 5 clients | — | — |
| Banking or thrift institutions | Fewer than 5 clients | — | — |
| Pension and profit sharing plans | Fewer than 5 clients | — | — |
| Charitable organizations | Fewer than 5 clients | — | — |
| State or municipal government entities | Fewer than 5 clients | — | — |
| Other investment advisers | Fewer than 5 clients | — | — |
| Insurance companies | Fewer than 5 clients | — | — |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 clients | — | — |
| Corporations and other businesses | Fewer than 5 clients | — | — |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ziehl, Jon Michael | President | Sep 1984 (42y) | ≈ 56.25% – 100% via Planmember Financial Corporation | |
| Bowman, Byron Francis | Chief Legal Officer And Secretary | Aug 2017 (9y) | Less than 5% | |
| Thomas Eugene Nugent | Chief Investment Officer | Aug 2017 (9y) | Less than 5% | |
| Sean Patrick Haley | Chief Compliance Officer | Mar 2019 (7y) | Less than 5% | |
| Terrall Joseph Janeway | Evp/Chief Operating Officer | Jun 2022 (4y) | Less than 5% | |
| Steven R Hanson | Chief Financial Officer / Finops | Jan 2024 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Planmember Financial Corporation | Owner | Aug 2017 | A | 75% or more |
| Equitable Holdings Inc. | Shareholder | Nov 2004 | B | ≈ 10.55% – 50% via Equitable Financial Services, Llc |
| Equitable Financial Services, Llc | Shareholder | Jun 2002 | B | ≈ 14.06% – 50% via Equitable Distribution Holding Corporation |
| Equitable Distribution Holding Corporation | Shareholder | Feb 2013 | B | ≈ 18.75% – 50% via Planmember Financial Corporation |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Ziehl, Jon Michael: 75% – 100% of Planmember Financial Corporation × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Equitable Holdings Inc.: 75% – 100% of Equitable Financial Services, Llc × 75% – 100% of Equitable Distribution Holding Corporation × 25% – 50% of Planmember Financial Corporation × 75% – 100% direct ≈ 10.55% – 50% of the firm
- Equitable Financial Services, Llc: 75% – 100% of Equitable Distribution Holding Corporation × 25% – 50% of Planmember Financial Corporation × 75% – 100% direct ≈ 14.06% – 50% of the firm
- Equitable Distribution Holding Corporation: 25% – 50% of Planmember Financial Corporation × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.22 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗