# Private Counsel Group, Ltd.

> Private Counsel Group, Ltd. is an SEC-registered investment advisory firm in Indianapolis, IN, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 25, 2026.

- CRD: 300083
- Filed as: PRIVATE COUNSEL GROUP, LTD.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Indianapolis, IN
- Filing period: October 2026
- Form ADV filing dated: February 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/300083
- AdvisorCensus page: https://advisorcensus.com/firm/private-counsel-group-ltd-indianapolis-in-300083

## Quick answers

**How is Private Counsel Group, Ltd. compensated?**
On its Form ADV (Item 5.E, October 2026), Private Counsel Group, Ltd. reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**How much does Private Counsel Group, Ltd. charge?**
Its Form ADV Part 2A brochure dated February 25, 2026 states: Hourly rate: $250 to $500 an hour (financial plans); Hourly rate: $250 an hour (financial planning agreement). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Private Counsel Group, Ltd. located?**
Private Counsel Group, Ltd.'s principal office is in Indianapolis, IN, according to its Form ADV.

**Is Private Counsel Group, Ltd. registered with the SEC or a state?**
Private Counsel Group, Ltd. is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 300083.

**How much does Private Counsel Group, Ltd. manage?**
Private Counsel Group, Ltd. reports $116,007,039 in regulatory assets under management in its Form ADV filing dated February 25, 2026 (0% discretionary).

**What types of clients does Private Counsel Group, Ltd. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (32); individuals (other than high net worth individuals) (31).

**Which custodians does Private Counsel Group, Ltd. use?**
Private Counsel Group, Ltd.'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 Counsel Group, Ltd. 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/300083

**Does Private Counsel Group, Ltd. state an account minimum?**
Its Form ADV Part 2A brochure dated February 25, 2026 says: "We have no minimum initial account value."

**What changed in Private Counsel Group, Ltd.'s recent Form ADV filings?**
In the April 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated February 25, 2026)

- Account minimum: None

> We have no minimum initial account value.

- Hourly rate: $250 to $500 an hour (financial plans)

> Fees range from $250 to $500 an hour for Consulting Services and may vary based on the extent and complexity of the consulting project.

- Hourly rate: $250 an hour (financial planning agreement)

> Upon termination, fees will be prorated to the date of termination, and any earned portion of the fee will be billed to you based on an hourly rate of $250.00.

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: $116,007,039
- Discretionary: $0
- Non-discretionary: $116,007,039

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 31 | $6,293,366 |
| High net worth individuals | 32 | $109,713,673 |
| 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) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| 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 | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- LinkedIn @anthony-larosa-

## Changes in the filing (last 12 months)

### April 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Private Counsel Group, Ltd. (CRD 300083): Form ADV filing data as of October 2026.