PALM CITY, FLCRD 330038Latest ADV February 26, 2026
Private Client Advisor Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Palm City, FL. Its latest Form ADV filing, dated February 26, 2026, reports $110M in regulatory assets under management, 6 employees, 1 office, and 391 accounts.
Assets Under Management
$110M
Employees
6
Offices
1 office
Total Clients
190
Primary office
PALM CITY, FL
901 SW MARTIN DOWNS BLVD., SUITE 200 D, PALM CITY, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 72.6% of total clients.
Top client categories% of clientsClients
1
Individuals
72.6%
138
2
HNWI
27.4%
52
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$110Mas of February 26, 2026
Discretionary100.0%
$110M
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$110M
Total Accounts391
10Y AUM Change$-214K (-0.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee32:1
10Y Employee Change+1 (+20.0%)
* 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.