AdvisorCensus / Financial advisors / Missouri / Kansas City / PCG Wealth Management
PCG Wealth Management
Filed as PCG WEALTH MANAGEMENT · Legal name PCG Wealth Advisors, LLC
PCG Wealth Management is an SEC-registered investment advisory firm in Overland Park, KS, registered since 2017, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated June 11, 2026.
Quick answers
From the filingHow is PCG Wealth Management compensated?
On its Form ADV (Item 5.E, October 2026), PCG Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
What does PCG Wealth Management's brochure say about its fees?
Its Form ADV Part 2A brochure dated February 18, 2026 states: Asset-based fee: up to 1.6% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is PCG Wealth Management located?
PCG Wealth Management's principal office is in Overland Park, KS, according to its Form ADV; the July 2026 filing also lists 6 other offices (Schedule D, Section 1.F).
Is PCG Wealth Management registered with the SEC or a state?
PCG Wealth Management is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 290977.
How much does PCG Wealth Management manage?
PCG Wealth Management reports $931,127,284 in regulatory assets under management in its Form ADV filing dated June 11, 2026 (96% discretionary).
How have PCG Wealth Management's assets and staff changed since 2021?
In the Form ADV data for PCG Wealth Management: Regulatory assets under management: $445,800,832 in the October 2021 data and $931,127,284 in the October 2026 data, up 109%. Total employees: 24 in October 2021 and 24 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does PCG Wealth Management serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,586); high net worth individuals (233); pension and profit sharing plans (but not the plan participants or government pension plans) (124).
Which custodians does PCG Wealth Management use?
PCG Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial LLC as a custodian holding 10% or more of its separately managed account assets.
Does PCG Wealth Management 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/290977
Does PCG Wealth Management state an account minimum?
Its Form ADV Part 2A brochure dated February 18, 2026 says: "The Advisor generally does not impose a minimum account size for establishing a relationship."
What changed in PCG Wealth Management's recent Form ADV filings?
In the July 2026 filing data: Registered or notice-filed in VA.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: up to 1.6% of assets a year (the maximum the brochure states)
The brochure's wording
Investment advisory fees are determined by the nature and complexity of each Client’s circumstances not to exceed 1.60%
Retirement Plan Consulting Fees are based on a percentage of the assets held in the Plan (up to 1.6% annually), on an hourly basis (up to $400 per hour), or on a flat rate basis
Account minimum: None
The brochure's wording
The Advisor generally does not impose a minimum account size for establishing a relationship.
As stated in the firm's Form ADV Part 2A brochure dated February 18, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$931,127,284 as of October 2026, filing dated June 11, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Registration and firm details
Items 1, 2, 5- Legal name
- PCG Wealth Advisors, LLC
- Also doing business as
- LIMESTONE WEALTH MANAGEMENT, WEALTHSPRINGS, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2017 (8 years)
- Employees
- Total: 24. Performing investment advisory functions: 24.
- Wrap fee program participation
- Yes.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- Other offices (Schedule D, Section 1.F)
-
6 other offices, as of the July 2026 filing
- States registered or notice-filed
-
23 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $931,127,284 | 24 | June 11, 2026 |
| October 2025 | $765,458,126 | 23 | June 23, 2025 |
| October 2024 | $665,871,681 | 22 | September 24, 2024 |
| October 2023 | $588,569,382 | 21 | July 12, 2023 |
| October 2022 | $515,667,767 | 18 | September 26, 2022 |
| October 2021 | $445,800,832 | 24 | September 22, 2021 |
Regulatory assets under management: $445,800,832 in the October 2021 data and $931,127,284 in the October 2026 data, up 109%.
Total employees: 24 in October 2021 and 24 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- July 2026
- Registered or notice-filed in VA.
- March 2026
- Employees performing advisory functions went from 23 to 24.
- Regulatory assets under management went from $765,458,126 to $931,127,284 (+22%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. PCG Wealth Management (CRD 290977): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/pcg-wealth-management-overland-park-ks-290977