# The Portfolio Strategy Group, LLC

> 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.

- CRD: 166593
- Filed as: THE PORTFOLIO STRATEGY GROUP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: White Plains, NY
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/166593
- AdvisorCensus page: https://advisorcensus.com/firm/the-portfolio-strategy-group-llc-white-plains-ny-166593

## Quick answers

**How is The Portfolio Strategy Group, LLC compensated?**
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.

**How much does The Portfolio Strategy Group, LLC charge?**
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.

**Where is The Portfolio Strategy Group, LLC located?**
The Portfolio Strategy Group, LLC's principal office is in White Plains, NY, according to its Form ADV.

**Is The Portfolio Strategy Group, LLC registered with the SEC or a state?**
The Portfolio Strategy Group, LLC is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 166593.

**How much does The Portfolio Strategy Group, LLC manage?**
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).

**How have The Portfolio Strategy Group, LLC's assets and staff changed since 2021?**
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.

**What types of clients does The Portfolio Strategy Group, LLC serve?**
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).

**Which custodians does The Portfolio Strategy Group, LLC use?**
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.

**Does The Portfolio Strategy 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/166593

**What changed in The Portfolio Strategy Group, LLC's recent Form ADV filings?**
In the April 2026 filing data: Registered or notice-filed in DC.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 26, 2026)

- Hourly rate: $500 an hour (Financial Planning services)

> Otherwise, Clients are charged an hourly fee of $500 per hour, but this fee is negotiable.

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: $2,620,983,417
- Discretionary: $2,610,792,761
- Non-discretionary: $10,190,656

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 46 | $20,807,029 |
| High net worth individuals | 359 | $2,027,358,547 |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $47,859,463 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 19 | $27,831,800 |
| Charitable organizations | 13 | $53,748,377 |
| Corporations or other businesses not listed above | 41 | $443,378,201 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2013 (13 years)
- Employees: 15 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, CT, DC, FL, IL, LA, MA, MD, NH, NJ, NY, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [focusfinancialpartners.com](https://focusfinancialpartners.com)
- [psgwealth.com](https://psgwealth.com)
- LinkedIn @focus-financial-partners
- LinkedIn @the-portfolio-strategy-group
- X @focusfinancial

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,980,347,356 | 11 | April 30, 2021 |
| October 2022 | $1,940,302,729 | 12 | September 29, 2022 |
| October 2023 | $1,993,847,890 | 11 | September 27, 2023 |
| October 2024 | $2,159,778,408 | 14 | March 28, 2024 |
| October 2025 | $2,384,964,492 | 15 | March 20, 2025 |
| October 2026 | $2,620,983,417 | 15 | March 26, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Registered or notice-filed in DC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Portfolio Strategy Group, LLC (CRD 166593): Form ADV filing data as of October 2026.