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PRIVATE CLIENT SERVICES, LLC

LOUISVILLE, KY · CRD 120222 · IAPD ↗ · 502-451-0600

$1.38BRegulatory AUM
50Advisory reps
60Employees
20Clients
11-25Planning clients
0Private funds
51States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

66
April 2026 — PRIVATE CLIENT SERVICES, LLC reported RAUM up 32% ($1.05B -> $1.38B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
December 2025 — PRIVATE CLIENT SERVICES, LLC added office(s): 22 -> 23 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
June 2025 — PRIVATE CLIENT SERVICES, LLC added office(s): 20 -> 22 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
April 2025 — PRIVATE CLIENT SERVICES, LLC crossed $1B in regulatory AUM ($845.8M -> $1.05B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
53
February 2025 — PRIVATE CLIENT SERVICES, LLC added office(s): 19 -> 20 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
April 2024 — PRIVATE CLIENT SERVICES, LLC reported RAUM up 28% ($663.1M -> $845.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.