Pcg Wealth Advisors, LLC (Overland Park)

Name: Pcg Wealth Advisors, LLC
Address: 5700 W. 112 Th Street,, Overland Park, KS, 66211
Telephone: (913) 323-3112

Pcg Wealth Advisors, LLC is a large advisory firm based in Overland Park. It manages $233.03 million of regulatory assets for 1,963 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of Arizona, Florida, Illinois, and 5 other states.

Pcg Wealth Advisors provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Pcg Wealth Advisors: assets under management

The assets under management (AUM) of Pcg Wealth Advisors, LLC is $233.03 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -4% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $233.03 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $118.71 thousand each.

Investments

The firm invests in investment and business development companies the most. They account for 84% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 8% of the firm’s portfolio. Investments in other assets form 6% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Pcg Wealth Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Pcg Wealth Advisors serves?

The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Pcg Wealth Advisors is individuals with 761 clients and $161.76 million of assets under management. Among the 10 most similar advisory firms, Pcg Wealth Advisors has the highest percentage of individuals out of all clients.

The amount of regulatory assets under management is $233.03 million for 811 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Pcg Wealth Advisors doesn't advise any private funds.

Careers at Pcg Wealth Advisors, LLC

The company employs 18 people that are either part- or full-time employees. 56 percent of the employees work as investment advisers or researchers. 9 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Craig Joseph Kurth	Ceo and chief compliance officer, managing member	1 Nov 2017	50% - 75%	1243190
Alexandra Kiley Kurth	President and managing member	1 Nov 2017	25% - 50%	5375525

Based in Overland Park

The principal office where Pcg Wealth Advisors, LLC performs its advisory services is located at 5700 W. 112 Th Street,, Overland Park, KS 66211, which is also the mailing address of the firm. An additional office of the firm is in Independence, MO. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (913) 323-3112 or by fax (913) 323-3109. The normal business hours are 8:30 - 4:30 on Monday - Friday. You can find more information about the New York firm at pcgstrategies.com.