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| PCG Asset Management LLC
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|---|---|
| CRD # | 148208 |
| SEC # | 801-126371 |
| CIK # | 0002054906 |
| AUM | 143.1 M (2026-03-30) |
| Employees | 5 (100% Investors, 60% Brokers) |
| Phone | 908-719-3024 |
| Address | 240 Main Street Gladstone, NJ 07934 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 4.7 | ||
| Microsoft Corp | 2.7 | ||
| J P Morgan Chase & Co | 2.5 | ||
| Amazon Com Inc | 2.3 | ||
| Alphabet Inc | 2.2 | ||
| Johnson & Johnson | 1.5 | ||
| Home Depot Inc | 1.2 | ||
| Nvidia Corp | 1.2 | ||
| Visa Inc | 1.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 65 | 0.0 |
| (b) Individuals (high net worth individuals) | 44 | 0.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 198 | 0.1 |
| By Discretionary | ||
| Discretionary | 198 | 0.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 198 | 0.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.1 | |
| Total | 198 | 0.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002054906] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Mayfield Advisors Inc
✚
|
CA | 143.5 M |
|
Lynch Investment Planning LLC
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|
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|
Martinsen Wealth Management LLC
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Granite State Retirement Planning Inc
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Forest Capital Operating Company LLC
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S R Schill & Associates Inc
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|
Verus Wealth Management LLC
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WI | 143.1 M |
|
Gerstemeier Financial Group LLC
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143.0 M | |
|
TCM Advisors LLC
✚
|
142.9 M | |
|
Appian Way Financial LLC
✚
|
CA | 142.9 M |