DFX Intelligence

Data Factory

RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

CLINTSMAN FINANCIAL PLANNING

JOJENCO HOLDINGS, LLC, CRD 120293

SOUTHLAKE, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:eac2c8cb-6a5c-6883-b8c1-76c1a9424b8e

Data as of Apr 21, 2022 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:50 AM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 10
On other graphs: 0
Observed: Jan 14, 2014 to Apr 21, 2022
26 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $509MItem 5.F on the latest filing (2022-04-21); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $509M
Private client RAUM: $509MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 13
Advisory employees: 8
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,402
Individual clients: 98
High net worth clients: 174
Custody, client assets: $315M
SEC number: 801-79101
CRD: 120293
Filings on the tape: 26
First filed: Jan 14, 2014
Latest filed: Apr 21, 2022
Organised: Limited Liability Company, Texas

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CLINTSMAN, BRYAN, DEAN	PRINCIPAL,CCO	D	yes	04/2002	Jan 14, 2014	Apr 21, 2022
CRIMMINGS, RANDALL, SCOTT	SENIOR FINANCIAL ADVISOR; OWNER	B	yes	07/2015	Apr 4, 2016	Apr 21, 2022
IMHOF, KYLE, CHRISTOPHER	SENIOR FINANCIAL ADVISOR, OWNER	B	yes	04/2021	Jun 18, 2021	Apr 21, 2022

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2021	Apr 1, 2022	$509M	$509M	13	8	0	n/a	n/a
2020	Mar 2, 2021	$420M	$420M	12	7	0	n/a	n/a
2019	Mar 18, 2020	$361M	$361M	12	7	0	n/a	n/a
2018	Mar 27, 2019	$303M	$303M	11	6	0	n/a	n/a
2017	Mar 29, 2018	$297M	$297M	11	5	0	n/a	n/a
2016	Apr 3, 2017	$252M	$252M	10	5	n/a	n/a	n/a
2015	Apr 4, 2016	$225M	$225M	8	5	n/a	n/a	n/a
2014	Mar 31, 2015	$232M	$231M	8	6	n/a	n/a	n/a
2013	Mar 28, 2014	$179M	$177M	8	6	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2021	$509M	$420M	21.1%	$303M	18.9%	13	12	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
BUCKINGHAM STRATEGIC WEALTH, LLC	7	Feb 1, 2023	Feb 2, 2023	SOUTHLAKE, TX	Firm absorbed	RIA to RIA	100.0%

Relationships

Controls (3)

← CLINTSMAN, BRYAN, DEANOwnerPRINCIPAL,CCO, ownership code D, individual
Jan 14, 2014 to presentfactForm ADV
← CRIMMINGS, RANDALL, SCOTTOwnerSENIOR FINANCIAL ADVISOR; OWNER, ownership code B, individual
Apr 4, 2016 to presentfactForm ADV
← IMHOF, KYLE, CHRISTOPHEROwnerSENIOR FINANCIAL ADVISOR, OWNER, ownership code B, individual
Jun 18, 2021 to presentfactForm ADV

Moved with (1)

→ BUCKINGHAM STRATEGIC WEALTH, LLCRegistered adviser7 advisors, firm absorbed, same day
Feb 1, 2023 to Feb 2, 2023factForm ADV

Registered with (9)

← BRYAN DEAN CLINTSMANAdvisorregistration: previous registration
Oct 10, 2006 to Feb 1, 2023factForm ADV
← RANDALL SCOTT CRIMMINGSAdvisorregistration: previous registration
Aug 11, 2008 to Feb 1, 2023factForm ADV
← AMANDA NICOLE SESSLERAdvisorregistration: previous registration
Jan 3, 2011 to Feb 1, 2023factForm ADV
← KYLE CHRISTOPHER IMHOFAdvisorregistration: previous registration
Aug 1, 2012 to Feb 1, 2023factForm ADV
← GREGORY MICHAEL LANIERAdvisorregistration: previous registration
Jun 24, 2019 to Feb 1, 2023factForm ADV
← BENJAMIN JACOB JONESAdvisorregistration: previous registration
Dec 5, 2021 to Feb 1, 2023factForm ADV
← Clay Matthew JinksAdvisorregistration: previous registration
May 19, 2021 to Feb 1, 2023factForm ADV
← DANIEL ROBERT MAUCKAdvisorregistration: previous registration
Jan 12, 2005 to Jun 15, 2021factForm ADV
← ZACHARY CALEB REYESAdvisorregistration: previous registration
Jul 31, 2012 to Mar 29, 2018factForm ADV

Dated events

Occurred
Feb 1, 2023
Firm absorbed
Clintsman Financial Planning's advisors moved to Buckingham Strategic Wealth, LLC (Southlake, TX): 7 of 7 registered, on the same day
Form ADVobserved 6 days ago
7 advisors
Occurred
Feb 1, 2023
Advisor changed firm
Gregory Michael Lanier left Clintsman Financial Planning for Buckingham Strategic Wealth, Llc (registered 2023-02-01)
Form ADVobserved 6 days ago
Occurred
Feb 1, 2023
Advisor changed firm
Benjamin Jacob Jones left Clintsman Financial Planning for Buckingham Strategic Wealth, Llc (registered 2023-02-01)
Form ADVobserved 6 days ago
Occurred
Feb 1, 2023
Advisor changed firm
Kyle Christopher Imhof left Clintsman Financial Planning for Buckingham Strategic Wealth, Llc (registered 2023-02-01)
Form ADVobserved 6 days ago
Occurred
Feb 1, 2023
Advisor changed firm
Clay Matthew Jinks left Clintsman Financial Planning for Buckingham Strategic Wealth, Llc (registered 2023-02-01)
Form ADVobserved 6 days ago
Occurred
Feb 1, 2023
Advisor changed firm
Randall Scott Crimmings left Clintsman Financial Planning for Buckingham Strategic Wealth, Llc (registered 2023-02-01)
Form ADVobserved 6 days ago
Occurred
Feb 1, 2023
Advisor changed firm
Bryan Dean Clintsman left Clintsman Financial Planning for Buckingham Strategic Wealth, Llc (registered 2023-02-01)
Form ADVobserved 6 days ago
Occurred
Feb 1, 2023
Advisor changed firm
Amanda Nicole Sessler left Clintsman Financial Planning for Buckingham Strategic Wealth, Llc (registered 2023-02-02)
Form ADVobserved 6 days ago
Occurred
Jun 18, 2021
Control person joined
Christopher Kyle Imhof (Senior Financial Advisor, Owner) appeared on Schedule A of Clintsman Financial Planning
Form ADVobserved 6 days ago
Occurred
Jan 14, 2014
First Form ADV filing
Clintsman Financial Planning filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:eac2c8cb-6a5c-6883-b8c1-76c1a9424b8e
First observed: Jan 14, 2014
Last observed: Apr 21, 2022 53 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CLINTSMAN FINANCIAL PLANNING

JOJENCO HOLDINGS, LLC, CRD 120293

SOUTHLAKE, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:eac2c8cb-6a5c-6883-b8c1-76c1a9424b8e

Data as of Apr 21, 2022 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:50 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CLINTSMAN, BRYAN, DEAN

PRINCIPAL,CCO

yes

04/2002

Jan 14, 2014

Apr 21, 2022

CRIMMINGS, RANDALL, SCOTT

SENIOR FINANCIAL ADVISOR; OWNER

yes

07/2015

Apr 4, 2016

Apr 21, 2022

IMHOF, KYLE, CHRISTOPHER

SENIOR FINANCIAL ADVISOR, OWNER

yes

04/2021

Jun 18, 2021

Apr 21, 2022

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2021

Apr 1, 2022

$509M

n/a

2020

Mar 2, 2021

$420M

n/a

2019

Mar 18, 2020

$361M

n/a

2018

Mar 27, 2019

$303M

n/a

2017

Mar 29, 2018

$297M

n/a

2016

Apr 3, 2017

$252M

n/a

2015

Apr 4, 2016

$225M

n/a

2014

Mar 31, 2015

$232M

$231M

n/a

2013

Mar 28, 2014

$179M

$177M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2021

$509M

$420M

21.1%

$303M

18.9%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

BUCKINGHAM STRATEGIC WEALTH, LLC

Feb 1, 2023

Feb 2, 2023

SOUTHLAKE, TX

Firm absorbed

RIA to RIA

100.0%