# Private Client Advisor Group, LLC > Private Client Advisor Group, LLC is an SEC-registered investment advisory firm in Palm City, FL, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 1, 2026. - CRD: 330038 - Filed as: PRIVATE CLIENT ADVISOR GROUP, LLC - Also doing business as: ADB FINANCIAL, OMADA FINANCIAL - Registration: SEC-registered investment adviser (status as filed: Approved) - Location: Palm City, FL - Filing period: October 2026 - Form ADV filing dated: August 1, 2026 - SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/330038 - AdvisorCensus page: https://advisorcensus.com/firm/private-client-advisor-group-llc-palm-city-fl-330038 ## Quick answers **How is Private Client Advisor Group, LLC compensated?** On its Form ADV (Item 5.E, October 2026), Private Client Advisor Group, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). **How much does Private Client Advisor Group, LLC charge?** Its Form ADV Part 2A brochure dated August 1, 2026 states: Flat fee: up to $1,000 (project oriented financial planning services); Hourly rate: $200 an hour (engagements that require service flexibility); Flat fee: up to $10,000 (retirement plan services); Flat fee: $1,000 a year (setup of the engagement and general administrative services). Fees can differ by service and may be negotiable; the brochure is the complete statement. **Where is Private Client Advisor Group, LLC located?** Private Client Advisor Group, LLC's principal office is in Palm City, FL, according to its Form ADV; the September 2026 filing also lists 1 other office (Schedule D, Section 1.F). **Is Private Client Advisor Group, LLC registered with the SEC or a state?** Private Client Advisor Group, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 330038. **How much does Private Client Advisor Group, LLC manage?** Private Client Advisor Group, LLC reports $110,000,000 in regulatory assets under management in its Form ADV filing dated August 1, 2026 (100% discretionary). **What types of clients does Private Client Advisor Group, LLC serve?** By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (138); high net worth individuals (52). **Which custodians does Private Client Advisor Group, LLC use?** Private Client Advisor Group, 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 Private Client Advisor Group, 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/330038 **Does Private Client Advisor Group, LLC state an account minimum?** Its Form ADV Part 2A brochure dated August 1, 2026 says: "For its investment management services, PCAG has a minimum account size of $100,000 in assets for establishing or maintaining a client’s account, but the firm reserves the right to waive account minimums at its discretion." **What changed in Private Client Advisor Group, LLC's recent Form ADV filings?** In the September 2026 filing data: Changed its office addresses in Overland Park, KS. ## 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 August 1, 2026) - Account minimum: $100,000 (the brochure says it may be waived or negotiated) > For its investment management services, PCAG has a minimum account size of $100,000 in assets for establishing or maintaining a client’s account, but the firm reserves the right to waive account minimums at its discretion. - Flat fee: up to $1,000 (project oriented financial planning services) > Fees charged for project oriented financial planning services are quoted in advance and generally charged at a fixed amount of up to $1,000 (but may be higher for more complicated engagements) - Hourly rate: $200 an hour (engagements that require service flexibility) > or are quoted on an hourly basis at an hourly rate of up to $200 per hour for engagements that require service flexibility. - Flat fee: up to $10,000 (retirement plan services) > Fees may be fixed (generally not to exceed $10,000) or asset based (not to exceed 1.50% annually) and are negotiable depending on the complexity of the service. - Flat fee: $1,000 a year (setup of the engagement and general administrative services) > There is a minimum annual fee of $1,000 per plan for setup of the engagement and general administrative services. 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: $110,000,000 - Discretionary: $110,000,000 - Non-discretionary: $0 ### Clients (Item 5.D) | Client type | Clients | Assets | | --- | --- | --- | | Individuals (other than high net worth individuals) | 138 | $35,231,461 | | High net worth individuals | 52 | $74,768,539 | ### Advisory services (Item 5.G) - Financial planning services - Portfolio management for individuals and/or small businesses - Pension consulting services ### Firm details - Registered since: 2025 (0 years) - Employees: 6 total, 6 performing advisory functions - Wrap fee program participation: No - States registered or notice-filed: FL, KS, MO, NE, NY, OK, TX, UT - Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11. ### Other offices (Schedule D, Section 1.F), as of the September 2026 filing - Overland Park, KS ### Websites listed on Form ADV (Item 1.I) - adb-financial.com - omadafinancial.com - privateclientadvisor.net ## Changes in the filing (last 12 months) ### September 2026 - Changed its office addresses in Overland Park, KS. ### March 2026 - Added the business name Omada Financial. - Added the business name ADB Financial. - Employees performing advisory functions went from 5 to 6. - Added an office in Overland Park, KS. ### January 2026 - Newly registered with the SEC. ## Source Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Private Client Advisor Group, LLC (CRD 330038): Form ADV filing data as of October 2026.