THE PRIVATE CLIENT ADVISORY GROUP, LLC

Overview

The Private Client Advisory Group, LLC operates as an independent registered investment adviser focused on serving individual and family clients. The firm provides fee-based financial planning, discretionary portfolio management for individuals and small businesses, and the selection of third-party advisers when needed. It maintains a capital allocator role, meaning it constructs portfolios using a mix of in-house management and external managers or pooled vehicles rather than relying solely on individual security selection. Investment activity centers on public mutual funds as the core building blocks for client portfolios, with supplemental allocations to third-party real estate strategies for diversification. The firm charges a combination of percentage-of-assets and hourly fees, positioning its services for clients who need ongoing portfolio oversight as well as project-based planning work. The Private Client Advisory Group is not an active ESG investor and does not list pension consulting or related-adviser services among its offerings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices