Private Client Services, LLC

Private Client Services is an SEC‑registered, multi‑team advisory firm that serves individuals, families, high‑net‑worth clients, trusts, estates, charitable organizations, pension plan sponsors and other businesses. The firm offers financial planning, consulting and portfolio management through a network of roughly 50 investment advisor representatives and manages about $1.05 billion across more than 3,200 client accounts.

PCS uses a structured discovery and risk‑profiling process to develop investment strategies and offers multiple implementation platforms, including a Private Wealth Management wrap program, advisor model portfolios, an investment model marketplace, directly‑held American Funds F‑2 share portfolios, and access to third‑party asset managers and an OCIO partner. Accounts may be managed on either a discretionary or non‑discretionary basis; as of year‑end 2024 approximately 37% of client assets were discretionary and about 63% were managed non‑discretionary.

Noteworthy distinctions in the firm’s brochure include its dual registration as a FINRA member broker‑dealer and RIA, and that supervised persons may act as registered representatives and insurance agents, which permits both fee‑based and commission‑based implementations and creates documented conflicts of interest the firm discloses and addresses. The firm also notes employee ownership and the use of independently branded IAR entities, multiple custodians and TPAM relationships, and it reports no material disciplinary events in its ADV.