Investment adviser · CRD 330038
PRIVATE CLIENT ADVISOR GROUP, LLC
Investment adviser filing (IA)
PALM CITY, FL, United States · Form ADV filed Aug 1, 2026
- Regulatory AUM
- $110M Form ADV · Item 5.F
- Client accounts
- 391 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 52 | $74,768,539 | 68.0% |
| Individuals | 138 | $35,231,461 | 32.0% |
Filing source
Form ADV 2122004 · Aug 1, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 1, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Fixed
Principal office
901 SW MARTIN DOWNS BLVD., SUITE 200 DPALM CITY, FL, 34990, United States
CRD 330038
Filing source
Form ADV 2122004 · Aug 1, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.