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PRIVATE CLIENT ADVISOR GROUP, LLC

PALM CITY, FL · CRD 330038 · IAPD ↗ · privateclientadvisor.net · 516-241-3934

$110.0MRegulatory AUM
6Advisory reps
6Employees
0Clients
26-50Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
March 2026 — PRIVATE CLIENT ADVISOR GROUP, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
95
January 2026 — PRIVATE CLIENT ADVISOR GROUP, LLC (PALM CITY, FL) is newly SEC-registered with $110.2M RAUM and 5 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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