# PCG Wealth Management

> 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.

- CRD: 290977
- Filed as: PCG WEALTH MANAGEMENT
- Legal name: PCG Wealth Advisors, LLC
- Also doing business as: LIMESTONE WEALTH MANAGEMENT, WEALTHSPRINGS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Overland Park, KS
- Filing period: October 2026
- Form ADV filing dated: June 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/290977
- AdvisorCensus page: https://advisorcensus.com/firm/pcg-wealth-management-overland-park-ks-290977

## Quick answers

**How 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).

**How much does PCG Wealth Management charge?**
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); Hourly rate: up to $500 an hour (Financial planning services); Flat fee: up to $10,000 (Financial planning services). 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

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

### Fees and minimums (Form ADV Part 2A brochure dated February 18, 2026)

- Asset-based fee: up to 1.6% of assets a year (the maximum the brochure states)

> 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 Advisor generally does not impose a minimum account size for establishing a relationship.

- Hourly rate: up to $500 an hour (Financial planning services)

> PCG Wealth Advisors offers financial planning services either on an hourly basis or a fixed engagement fee. Hourly engagements range up to $500 per hour.

- Flat fee: up to $10,000 (Financial planning services)

> Fixed fee engagement fees range up to $10,000. Fees may be negotiable based on the nature and complexity of the services to be provided

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

### Custodians (Schedule D, Section 5.K(3))
- LPL Financial 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: $931,127,284
- Discretionary: $896,051,908
- Non-discretionary: $35,075,376

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,586 | $409,082,146 |
| High net worth individuals | 233 | $477,066,441 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 124 | $35,075,377 |
| Charitable organizations | 8 | $2,197,240 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 3 | $1,478,233 |
| Other | 5 | $6,227,847 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2017 (8 years)
- Employees: 24 total, 24 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AR, AZ, CA, CO, FL, IA, IL, IN, KS, KY, MI, MO, NC, NE, NH, OK, PA, SC, TN, TX, VA, WA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Excelsior Springs, MO
- Independence, MO
- Kansas City, KS
- Lombard, IL
- Louisville, KY
- Oak Brook, IL

### Websites listed on Form ADV (Item 1.I)
- limestonewm.com
- pcgstrategies.com
- wealthspringsllc.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $445,800,832 | 24 | September 22, 2021 |
| October 2022 | $515,667,767 | 18 | September 26, 2022 |
| October 2023 | $588,569,382 | 21 | July 12, 2023 |
| October 2024 | $665,871,681 | 22 | September 24, 2024 |
| October 2025 | $765,458,126 | 23 | June 23, 2025 |
| October 2026 | $931,127,284 | 24 | June 11, 2026 |

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.

## 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%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. PCG Wealth Management (CRD 290977): Form ADV filing data as of October 2026.