# Legacy PCG, LLC

> Legacy PCG, LLC is an SEC-registered investment advisory firm in Newport, CA, registered since 2016, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.

- CRD: 283909
- Filed as: LEGACY PCG, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Newport, CA
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/283909
- AdvisorCensus page: https://advisorcensus.com/firm/legacy-pcg-llc-newport-ca-283909

## Quick answers

**How is Legacy PCG, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Legacy PCG, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Legacy PCG, LLC located?**
Legacy PCG, LLC's principal office is in Newport, CA, according to its Form ADV.

**Is Legacy PCG, LLC registered with the SEC or a state?**
Legacy PCG, LLC is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 283909.

**How much does Legacy PCG, LLC manage?**
Legacy PCG, LLC reports $139,763,641 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary).

**How have Legacy PCG, LLC's assets and staff changed since 2021?**
In the Form ADV data for Legacy PCG, LLC: Regulatory assets under management: $270,819,238 in the October 2021 data and $139,763,641 in the October 2026 data, down 48%. Total employees: 4 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Legacy PCG, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (38); high net worth individuals (33).

**Which custodians does Legacy PCG, LLC use?**
Legacy PCG, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Legacy PCG, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/283909

**Does Legacy PCG, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 23, 2026 says: "Legacy PCG does not impose a stated minimum fee or minimum portfolio value for starting and maintaining an investment management relationship."

**What changed in Legacy PCG, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $206,197,659 to $139,763,641 (-32%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 23, 2026)

- Account minimum: None

> Legacy PCG does not impose a stated minimum fee or minimum portfolio value for starting and maintaining an investment management relationship.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $139,763,641
- Discretionary: $139,763,641
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 38 | $13,214,852 |
| High net worth individuals | 33 | $117,572,781 |
| Charitable organizations | Fewer than 5 | $8,976,008 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2016 (10 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, NY, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- legacypcg.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $270,819,238 | 4 | March 16, 2021 |
| October 2022 | $347,334,516 | 9 | April 7, 2022 |
| October 2023 | $375,624,881 | 17 | August 15, 2023 |
| October 2024 | $287,522,130 | 6 | March 21, 2024 |
| October 2025 | $206,197,659 | 4 | March 6, 2025 |
| October 2026 | $139,763,641 | 2 | March 23, 2026 |

Regulatory assets under management: $270,819,238 in the October 2021 data and $139,763,641 in the October 2026 data, down 48%.
Total employees: 4 in October 2021 and 2 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $206,197,659 to $139,763,641 (-32%).

### January 2026
- Changed its legal name from MGO Private Wealth, LLC to Legacy PCG, LLC.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Legacy PCG, LLC (CRD 283909): Form ADV filing data as of October 2026.