Legacy Pcg, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Newport, CA. Its latest Form ADV filing, dated March 23, 2026, reports $140M in regulatory assets under management, 2 employees, 1 office, and 200 accounts.
Assets Under Management
$140M
Employees
2
Offices
1 office
Total Clients
71
Primary office
NEWPORT, CA
888 SAN CLEMENTE DRIVE, SUITE 400, NEWPORT, CA, United States
Top client segmentIndividuals represent 53.5% of total clients.
Top client categories% of clientsClients
1
Individuals
53.5%
38
2
HNWI
46.5%
33
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$140Mas of March 23, 2026
Discretionary100.0%
$140M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$140M
Total Accounts200
10Y AUM Change+$68M (+93.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee36:1
10Y Employee Change-1 (-33.3%)
* 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.