{
  "crd_number": 290977,
  "slug": "pcg-wealth-management-overland-park-ks-290977",
  "primary_business_name": "PCG WEALTH MANAGEMENT",
  "legal_name": "PCG WEALTH ADVISORS, LLC",
  "dbas": [
    "LIMESTONE WEALTH MANAGEMENT",
    "WEALTHSPRINGS, LLC"
  ],
  "city": "Overland Park",
  "state": "KS",
  "country": "United States",
  "cbsa_code": "28140",
  "metro": {
    "cbsa_code": "28140",
    "common_name": "Kansas City",
    "msa_name": "Kansas City, MO-KS",
    "path": "/advisors/mo/kansas-city"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2017-12-15",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-06-11",
  "carried_forward": false,
  "raum_total": 931127284.0,
  "raum_discretionary": 896051908.0,
  "raum_non_discretionary": 35075376.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 24,
  "advisory_employees": 24,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 6227847.0,
      "count": 5,
      "description": "PARTNERSHIPS"
    },
    "charitable": {
      "raum": 2197240.0,
      "count": 8
    },
    "individuals": {
      "raum": 409082146.0,
      "count": 1586
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 35075377.0,
      "count": 124
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 477066441.0,
      "count": 233
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 1478233.0,
      "count": 3,
      "fewer_than_5": true
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AR",
    "AZ",
    "CA",
    "CO",
    "FL",
    "IA",
    "IL",
    "IN",
    "KS",
    "KY",
    "MI",
    "MO",
    "NC",
    "NE",
    "NH",
    "OK",
    "PA",
    "SC",
    "TN",
    "TX",
    "VA",
    "WA",
    "WI"
  ],
  "websites": [
    "https://limestonewm.com",
    "https://pcgstrategies.com",
    "https://wealthspringsllc.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/290977",
  "city_as_filed": "OVERLAND PARK",
  "url": "https://advisorcensus.com/firm/pcg-wealth-management-overland-park-ks-290977",
  "display_name": "PCG Wealth Management",
  "summary": "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.",
  "citation": "AdvisorCensus. PCG Wealth Management (CRD 290977): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is PCG Wealth Management compensated?",
      "a": "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)."
    },
    {
      "q": "What does PCG Wealth Management's brochure say about its fees?",
      "a": "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."
    },
    {
      "q": "Where is PCG Wealth Management located?",
      "a": "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)."
    },
    {
      "q": "Is PCG Wealth Management registered with the SEC or a state?",
      "a": "PCG Wealth Management is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 290977."
    },
    {
      "q": "How much does PCG Wealth Management manage?",
      "a": "PCG Wealth Management reports $931,127,284 in regulatory assets under management in its Form ADV filing dated June 11, 2026 (96% discretionary)."
    },
    {
      "q": "How have PCG Wealth Management's assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does PCG Wealth Management serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does PCG Wealth Management use?",
      "a": "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."
    },
    {
      "q": "Does PCG Wealth Management report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does PCG Wealth Management state an account minimum?",
      "a": "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.\""
    },
    {
      "q": "What changed in PCG Wealth Management's recent Form ADV filings?",
      "a": "In the July 2026 filing data: Registered or notice-filed in VA."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 445800832.0,
      "total_employees": 24,
      "filing_date": "2021-09-22"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 515667767.0,
      "total_employees": 18,
      "filing_date": "2022-09-26"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 588569382.0,
      "total_employees": 21,
      "filing_date": "2023-07-12"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 665871681.0,
      "total_employees": 22,
      "filing_date": "2024-09-24"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 765458126.0,
      "total_employees": 23,
      "filing_date": "2025-06-23"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 931127284.0,
      "total_employees": 24,
      "filing_date": "2026-06-11"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Registered or notice-filed in VA."
      ]
    },
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Employees performing advisory functions went from 23 to 24.",
        "Regulatory assets under management went from $765,458,126 to $931,127,284 (+22%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 18, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": "1.6% of assets a year",
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: up to 1.6% of assets a year (the maximum the brochure states)"
        ],
        "quotes": [
          "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"
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "The Advisor generally does not impose a minimum account size for establishing a relationship."
        ]
      }
    ],
    "quotes": [
      "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",
      "The Advisor generally does not impose a minimum account size for establishing a relationship."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "LPL Financial LLC",
      "name_as_filed": "LPL FINANCIAL LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/pcg-wealth-management-overland-park-ks-290977.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 1586,
      "fewer_than_5": false,
      "raum": 409082146.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 233,
      "fewer_than_5": false,
      "raum": 477066441.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 124,
      "fewer_than_5": false,
      "raum": 35075377.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 8,
      "fewer_than_5": false,
      "raum": 2197240.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 3,
      "fewer_than_5": true,
      "raum": 1478233.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 5,
      "fewer_than_5": false,
      "raum": 6227847.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/290977",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}