Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$110,000,000
Total clients
190
27% high-net worth
Total advisors
6
of 6 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
32
Average account size
$578,947
The firm provides ongoing discretionary portfolio management to individuals, families, businesses, retirement plans, and other investment advisers, and offers project‑oriented financial planning. It serves both individual and high‑net‑worth clients and typically charges asset‑based fees for portfolio services while offering fixed‑ or hourly‑based fees for planning engagements.
The firm’s investment approach follows modern portfolio theory, seeking globally diversified portfolios implemented primarily with mutual funds, stocks, and ETFs, with ongoing monitoring and discretionary implementation. In some accounts the firm may also employ margin, options, and shorter‑term trading, and portfolios are tailored to each client’s documented risk profile and constraints.
Following recent growth, the firm changed regulatory jurisdiction and registered with the SEC in 2024 and is organized as a single‑owner LLC; it may exercise limited custody for fee deduction and use standing letters of authorization for certain disbursements. The owner is licensed to sell insurance in multiple states and associated persons may receive insurance commissions (a disclosed conflict of interest), and the firm does not vote client proxies, leaving proxy materials to be delivered directly to clients.
Financial planning fixed fees up to $1,000 or higher depending on complexity; retirement plan fixed fees generally not to exceed $10,000
$0+: Up to 2.00% annually (negotiable and varies by service level and adviser) $0+: Up to 1.50% annually for retirement plan asset-based fees
Up to $200 per hour for financial planning services
Account minimum: $100,000 Minimum fee: $1,000 minimum annual fee for retirement plan services setup and general administrative services Fee-only: Investment management fees charged as a percentage of assets under management, financial planning fees charged as fixed fees or hourly rates, and retirement plan fees charged as fixed or asset-based fees; fees are negotiable.
Private Client Advisor Group, LLC
901 Sw Martin Downs Blvd., Suite 200 D
Palm City FL 34990, United States
Number of offices
2
Florida · Kansas · Missouri · Nebraska · New York · Oklahoma · Texas · Utah
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
Palm City, FL
Private Client Advisor Group, LLC
Series 66
Lenexa, KS
Private Client Advisor Group, LLC
Series 63, Series 65
Overland Park, KS
Private Client Advisor Group, LLC
Series 63, Series 65
Alpine, UT
Private Client Advisor Group, LLC
Series 63, Series 65
Overland Park, KS
Private Client Advisor Group, LLC
Series 65
Henryetta, OK
Private Client Advisor Group, LLC
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