Investment adviser · CRD 110648
PRIVATE FINANCIAL COUNSELING
Investment adviser filing (IA)
PFC CAPITAL GROUP INC
LOS ANGELES, CA, United States · Form ADV filed Oct 28, 2025
- Regulatory AUM
- $262M Form ADV · Item 5.F
- Client accounts
- 382 Accounts, not individual clients
- Employees
- 10 Reported in this filing
- Advisory professionals
- 3 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 | 55 | $216,591,314 | 82.5% |
| Individuals | 181 | $40,288,085 | 15.4% |
| Other clients | 3 | $4,520,706 | 1.7% |
| Charities | 3 | $751,799 | 0.3% |
| Corporations & businesses | 12 | $305,663 | 0.1% |
Filing source
Form ADV 2023429 · Oct 28, 2025 · 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: Oct 28, 2025. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
1901 AVENUE OF THE STARS, 11TH FLOORLOS ANGELES, CA, 90067-6002, United States
CRD 110648
Filing source
Form ADV 2023429 · Oct 28, 2025 · 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.