{
  "crd_number": 166593,
  "slug": "the-portfolio-strategy-group-llc-white-plains-ny-166593",
  "primary_business_name": "THE PORTFOLIO STRATEGY GROUP, LLC",
  "legal_name": "THE PORTFOLIO STRATEGY GROUP, LLC",
  "dbas": [],
  "city": "White Plains",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2013-02-08",
  "years_registered": 13,
  "period": "2026-10-01",
  "filing_date": "2026-03-26",
  "carried_forward": false,
  "raum_total": 2620983417.0,
  "raum_discretionary": 2610792761.0,
  "raum_non_discretionary": 10190656.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 15,
  "advisory_employees": 9,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 53748377.0,
      "count": 13
    },
    "individuals": {
      "raum": 20807029.0,
      "count": 46
    },
    "pension_profit_sharing": {
      "raum": 27831800.0,
      "count": 19
    },
    "high_net_worth_individuals": {
      "raum": 2027358547.0,
      "count": 359
    },
    "pooled_investment_vehicles": {
      "raum": 47859463.0,
      "count": 2
    },
    "corporations_other_businesses": {
      "raum": 443378201.0,
      "count": 41
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CO",
    "CT",
    "DC",
    "FL",
    "IL",
    "LA",
    "MA",
    "MD",
    "NH",
    "NJ",
    "NY",
    "PA",
    "TX"
  ],
  "websites": [
    "https://focusfinancialpartners.com",
    "https://linkedin.com/company/focus-financial-partners",
    "https://linkedin.com/company/the-portfolio-strategy-group",
    "https://psgwealth.com",
    "https://twitter.com/focusfinancial"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/166593",
  "city_as_filed": "WHITE PLAINS",
  "url": "https://advisorcensus.com/firm/the-portfolio-strategy-group-llc-white-plains-ny-166593",
  "display_name": "The Portfolio Strategy Group, LLC",
  "summary": "The Portfolio Strategy Group, LLC is an SEC-registered investment advisory firm in White Plains, NY, registered since 2013, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 26, 2026.",
  "citation": "AdvisorCensus. The Portfolio Strategy Group, LLC (CRD 166593): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is The Portfolio Strategy Group, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), The Portfolio Strategy Group, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; performance-based fees."
    },
    {
      "q": "How much does The Portfolio Strategy Group, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 26, 2026 states: Hourly rate: $500 an hour (Financial Planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is The Portfolio Strategy Group, LLC located?",
      "a": "The Portfolio Strategy Group, LLC's principal office is in White Plains, NY, according to its Form ADV."
    },
    {
      "q": "Is The Portfolio Strategy Group, LLC registered with the SEC or a state?",
      "a": "The Portfolio Strategy Group, LLC is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 166593."
    },
    {
      "q": "How much does The Portfolio Strategy Group, LLC manage?",
      "a": "The Portfolio Strategy Group, LLC reports $2,620,983,417 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary)."
    },
    {
      "q": "How have The Portfolio Strategy Group, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for The Portfolio Strategy Group, LLC: Regulatory assets under management: $1,980,347,356 in the October 2021 data and $2,620,983,417 in the October 2026 data, up 32%. Total employees: 11 in October 2021 and 15 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does The Portfolio Strategy Group, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (359); individuals (other than high net worth individuals) (46); corporations or other businesses not listed above (41)."
    },
    {
      "q": "Which custodians does The Portfolio Strategy Group, LLC use?",
      "a": "The Portfolio Strategy 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."
    },
    {
      "q": "Does The Portfolio Strategy Group, LLC report any disciplinary disclosures?",
      "a": "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/166593"
    },
    {
      "q": "What changed in The Portfolio Strategy Group, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Registered or notice-filed in DC."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 1980347356.0,
      "total_employees": 11,
      "filing_date": "2021-04-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1940302729.0,
      "total_employees": 12,
      "filing_date": "2022-09-29"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1993847890.0,
      "total_employees": 11,
      "filing_date": "2023-09-27"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 2159778408.0,
      "total_employees": 14,
      "filing_date": "2024-03-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 2384964492.0,
      "total_employees": 15,
      "filing_date": "2025-03-20"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 2620983417.0,
      "total_employees": 15,
      "filing_date": "2026-03-26"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Registered or notice-filed in DC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 26, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $500 an hour (Financial Planning services)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $500 an hour (Financial Planning services)"
        ],
        "quotes": [
          "Otherwise, Clients are charged an hourly fee of $500 per hour, but this fee is negotiable."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 500.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "Financial Planning services"
        }
      ]
    },
    "quotes": [
      "Otherwise, Clients are charged an hourly fee of $500 per hour, but this fee is negotiable."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/the-portfolio-strategy-group-llc-white-plains-ny-166593.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 46,
      "fewer_than_5": false,
      "raum": 20807029.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 359,
      "fewer_than_5": false,
      "raum": 2027358547.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 2,
      "fewer_than_5": false,
      "raum": 47859463.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 19,
      "fewer_than_5": false,
      "raum": 27831800.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 13,
      "fewer_than_5": false,
      "raum": 53748377.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 41,
      "fewer_than_5": false,
      "raum": 443378201.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/166593",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}