Pvg Asset Management Corp is an SEC registered investment adviser organized as a corporation with a primary office location in Centennial, CO. Its latest Form ADV filing, dated April 23, 2026, reports $625M in regulatory assets under management, 9 employees, 3 offices, and 746 accounts.
Assets Under Management
$625M
Employees
9
Offices
3 offices
Total Clients
240
Primary office
CENTENNIAL, CO
6898 S. UNIVERSITY BLVD., SUITE 100, CENTENNIAL, CO, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 73.8% of total clients.
Top client categories% of clientsClients
1
Individuals
73.8%
177
2
HNWI
18.8%
45
3
Other Advisers
2.5%
6
4
Corporations
2.1%
5
5
Pension Plans
1.7%
4
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$625Mas of April 23, 2026
Discretionary82.0%
$513M
82% of total RAUM82.0%
Non-discretionary18.0%
$112M
18% of total RAUM18.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$625M
Total Accounts746
10Y AUM Change+$170M (+37.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee27:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.