PRIVATE CLIENT ADVISOR GROUP, LLC

PRIVATE CLIENT ADVISOR GROUP, LLC of PALM CITY, FL is an SEC-registered investment adviser (CRD 330038). Regulatory assets under management: $110.0M.

Registration

• CRD: 330038
• SEC file number: 801-134899
• Type: Registered investment adviser
• Location: 901 SW MARTIN DOWNS BLVD., SUITE 200 D, PALM CITY, FL, 34990
• Phone: 516-241-3934
• Latest filing: 2026-08-01
• Regulatory AUM: $110.0M
• Discretionary AUM: $110.0M
• Clients: 6
• Accounts: 391

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 330038 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search