Private Client Services, LLC

• 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

The brochure lists different fees for different services or strategies. See the firm's brochure (dated March 14, 2026) for its fees and any account minimum, on the SEC's IAPD site.

$1,383,095,742 as of October 2026, filing dated March 14, 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

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

• 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)
• Educational seminars/workshops

Also doing business as

AFFIANCE FINANCIAL, BLUE OCEAN GLOBAL WEALTH, BRIGHTLINE FINANCIAL, BURKE FINANCIAL SERVICES, DUGAN FINANCIAL SERVICES, ENTHEOS FINANCIAL, EVERGREEN STRATEGIC WEALTH, FINANCIAL CONSULTANTS GROUP, FIORI FINANCIAL, HAFELE INVESTMENTS, HERITAGE WEALTH GROUP, IARANN WEALTH, IMPACT WEALTH GROUP, J&G FINANCIAL, KENTUCKY FINANCIAL GROUP, LINDLE HENNESSEY GROUP, MARION INVESTMENT ADVISORS, MCGILL FINANCIAL ENSEMBLE, PCS ADVISORS, SILVERLEAF WEALTH ADVISORY, UDELL ASSOCIATES, LLC, US PLANNING GROUP, WEALTHHYVE ADVISORS

Registration

SEC-registered investment adviser. Status as filed: Approved.

Registered since

2010 (16 years)

Employees

Total: 60. Performing investment advisory functions: 50.

Wrap fee program participation

Yes.

Other offices (Schedule D, Section 1.F)

21 other offices, as of the April 2026 filing

Appleton, WIBaton Rouge, LABrentwood, TNColumbia, SCDurham, NCFort Lauderdale, FLFrankfort, KYFt Worth, TXJeffersonville, INKenton, OHLouisville, KYN. Kansas City, MONew York, NYOakbrook Terrace, ILRaritan, NJRockville, MDSarasota, FLSomerville, NJSpokane, WASt Louis Park, MNWorthington, OH

States registered or notice-filed

51 states or jurisdictions

AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

2 Reports 2 disclosure items on Form ADV Item 11. View on IAPD.

Questions answered yes on this filing

Regulatory matters Items 11.C to 11.G

• 11.D(2) Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?
• 11.D(4) In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. What happened, and who was involved, is on the Disclosure Reporting Pages of the IAPD record. Reading a firm's disclosures

Regulatory assets under management: $455,270,350 in the October 2021 data and $1,383,095,742 in the October 2026 data, up 204%.

Total employees: 57 in October 2021 and 60 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.

1. April 2026
   • Regulatory assets under management went from $1,051,273,980 to $1,383,095,742 (+32%).
   • Added an office in Durham, NC.
   • Updated its list of owners and control persons (Schedule A).
2. December 2025
   • Added the business name Udell Associates, LLC.
   • Added an office in Sarasota, FL.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.