# PMG Family Office, LLC

> PMG Family Office, LLC is an SEC-registered investment advisory firm in Plano, TX, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 5, 2026.

- CRD: 312154
- Filed as: PMG FAMILY OFFICE, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Plano, TX
- Filing period: October 2026
- Form ADV filing dated: June 5, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/312154
- AdvisorCensus page: https://advisorcensus.com/firm/pmg-family-office-llc-plano-tx-312154

## Quick answers

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

**How much does PMG Family Office, LLC charge?**
Its Form ADV Part 2A brochure dated June 5, 2026 states: Flat fee: up to $25,000 (financial planning and consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is PMG Family Office, LLC located?**
PMG Family Office, LLC's principal office is in Plano, TX, according to its Form ADV.

**Is PMG Family Office, LLC registered with the SEC or a state?**
PMG Family Office, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 312154.

**How much does PMG Family Office, LLC manage?**
PMG Family Office, LLC reports $144,001,478 in regulatory assets under management in its Form ADV filing dated June 5, 2026 (89% discretionary).

**How have PMG Family Office, LLC's assets and staff changed since 2024?**
In the Form ADV data for PMG Family Office, LLC: Regulatory assets under management: $109,627,420 in the October 2024 data and $144,001,478 in the October 2026 data, up 31%. Total employees: 1 in October 2024 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does PMG Family Office, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (42); high net worth individuals (35).

**Which custodians does PMG Family Office, LLC use?**
PMG Family Office, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does PMG Family Office, 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/312154

**What changed in PMG Family Office, LLC's recent Form ADV filings?**
In the February 2026 filing data: Regulatory assets under management went from $121,760,408 to $144,001,478 (+18%).

## 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 June 5, 2026)

- Flat fee: up to $25,000 (financial planning and consulting services)

> Our firm charges on an hourly or flat fee basis for financial planning and consulting services. The total estimated fee, as well as the ultimate fee charged, is based on the scope and complexity of our engagement with the client. The maximum hourly fee to be charged will not exceed $150. Flat fees will not exceed $ 25,000.

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.

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: $144,001,478
- Discretionary: $128,848,665
- Non-discretionary: $15,152,813

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 42 | $11,881,318 |
| High net worth individuals | 35 | $132,120,160 |

### 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
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA, MI, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- pmgfamilyoffice.com
- LinkedIn @wfblake

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $109,627,420 | 1 | August 7, 2024 |
| October 2025 | $121,760,408 | 1 | February 6, 2025 |
| October 2026 | $144,001,478 | 2 | June 5, 2026 |

Regulatory assets under management: $109,627,420 in the October 2024 data and $144,001,478 in the October 2026 data, up 31%.
Total employees: 1 in October 2024 and 2 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $121,760,408 to $144,001,478 (+18%).

### December 2025
- Employees performing advisory functions went from 1 to 2.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. PMG Family Office, LLC (CRD 312154): Form ADV filing data as of October 2026.