PRIVATE COUNSEL GROUP, LTD.

Overview

Private Counsel Group, Ltd. operates as an independent registered investment adviser focused on individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and selection of other advisers. It also functions as an insurance broker and charges fees on a percentage-of-AUM basis alongside hourly fees. The firm is identified as a capital allocator and directs client capital into third‑party managers for alternative exposure; it is not classified as an active ESG investor. The snapshot records SEC registration in 2026 and notes individual ownership. Investment activity centers on equity allocations, with a clear preference for exchange‑traded securities. Portfolios are managed on a non‑discretionary basis, and the firm combines custody and execution through a single primary custodian. Private Counsel Group, Ltd. appears to blend model-driven equity exposure with third‑party allocations into real estate vehicles and mutual funds when appropriate for client objectives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices