PRIVATE CLIENT ADVISOR GROUP, LLC

Overview

Private Client Advisor Group, LLC is an independent RIA that serves individual and family clients with a mix of financial planning, discretionary portfolio management and pension consulting services. The firm reports a clear preference for equities, allocating a majority of its managed assets to exchange-traded equities. Fee arrangements are flexible: the firm charges a percentage of AUM and also uses hourly and fixed fees for some engagements. It does not identify as an active ESG investor and is not listed as a multi-state adviser in the filing detail. The firm is structured as a limited liability company owned by individuals and describes its client base as primarily individuals and families. It is not positioned as a capital allocator, which suggests the emphasis is on implementing liquid, manager-driven portfolios and third-party products rather than running proprietary funds or large internal alternative programs.

Assets & Accounts

Public Holdings

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Location & Offices