|
⚲
|
| Keyboard |
| PCG Wealth Advisors LLC
✚
|
|
|---|---|
| CRD # | 290977 |
| SEC # | 801-112183 |
| CIK # | 0001905393 |
| AUM | 931.1 M (2026-06-11) |
| Employees | 24 (100% Investors, 71% Brokers) |
| Phone | 913-323-3112 |
| Address | 5700 W 112th Street, Overland Park, KS 66211 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 10.4 | ||
| Nvidia Corp | 4.5 | ||
| iShares Silver Trust | 4.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,586 | 409.1 |
| (b) Individuals (high net worth individuals) | 233 | 477.1 |
| (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 | 124 | 35.1 |
| (h) Charitable organizations | 8 | 2.2 |
| (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 | 3 | 1.5 |
| (n) Other | 5 | 6.2 |
| Total | 4,710 | 931.1 |
| By Discretionary | ||
| Discretionary | 4,586 | 896.1 |
| Non-Discretionary | 124 | 35.1 |
| Total | 4,710 | 931.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 931.1 | |
| Total | 4,710 | 931.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001905393] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
BOS Asset Management LLC
✚
|
IL | 933.2 M |
|
LS Investment Advisors LLC
✚
|
MI | 932.1 M |
|
Sky Investment Group LLC
✚
|
CT | 931.0 M |
|
Brighton Securities Corp
✚
|
NY | 931.0 M |
|
Philip James Wealth Management LLC
✚
|
GA | 930.6 M |
|
Strategy Asset Managers LLC
✚
|
CA | 930.1 M |
|
Stablepoint Partners LLC
✚
|
MA | 930.0 M |
|
Wick Capital Partners LLC
✚
|
PA | 929.7 M |
|
Investmark Advisory Group LLC
✚
|
CT | 929.7 M |
|
Oppenheimer Investment Management LLC
✚
|
NY | 929.4 M |