AdvisorCensus / Financial advisors / California / Los Angeles / Your Private Client Group, Inc.
Your Private Client Group, Inc. is an SEC-registered investment advisory firm in Huntington Beach, CA, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 2, 2026.
Quick answers
From the filingHow is Your Private Client Group, Inc. compensated?
On its Form ADV (Item 5.E, October 2026), Your Private Client Group, Inc. reports these compensation arrangements: a percentage of assets under its management.
Where is Your Private Client Group, Inc. located?
Your Private Client Group, Inc.'s principal office is in Huntington Beach, CA, according to its Form ADV.
Is Your Private Client Group, Inc. registered with the SEC or a state?
Your Private Client Group, Inc. is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 292621.
How much does Your Private Client Group, Inc. manage?
Your Private Client Group, Inc. reports $236,702,434 in regulatory assets under management in its Form ADV filing dated July 2, 2026 (100% discretionary).
How have Your Private Client Group, Inc.'s assets and staff changed since 2021?
In the Form ADV data for Your Private Client Group, Inc.: Regulatory assets under management: $502,931,651 in the October 2021 data and $236,702,434 in the October 2026 data, down 53%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Your Private Client Group, Inc. serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (162); high net worth individuals (63); pension and profit sharing plans (but not the plan participants or government pension plans) (5).
Which custodians does Your Private Client Group, Inc. use?
Your Private Client Group, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Assetmark Trust Company as a custodian holding 10% or more of its separately managed account assets.
Does Your Private Client Group, Inc. 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/292621
Does Your Private Client Group, Inc. state an account minimum?
Its Form ADV Part 2A brochure dated January 12, 2026 says: "There is an account minimum of $100,000, which may be waived by Your PCG at its discretion."
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
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
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Account minimum: $100,000 (the brochure says it may be waived or negotiated)
The brochure's wording
There is an account minimum of $100,000, which may be waived by Your PCG at its discretion.
As stated in the firm's Form ADV Part 2A brochure dated January 12, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$236,702,434 as of October 2026, filing dated July 2, 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
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2018 (8 years)
- Employees
- Total: 2. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
16 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $236,702,434 | 2 | July 2, 2026 |
| October 2025 | $228,629,398 | 2 | July 30, 2025 |
| October 2024 | $229,022,721 | 2 | July 11, 2024 |
| October 2023 | $225,077,338 | 1 | May 30, 2023 |
| October 2022 | $554,345,998 | 2 | April 12, 2022 |
| October 2021 | $502,931,651 | 2 | January 13, 2021 |
Regulatory assets under management: $502,931,651 in the October 2021 data and $236,702,434 in the October 2026 data, down 53%.
Total employees: 2 in October 2021 and 2 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.
Changes in the filing
Last 12 monthsNo changes to these filed facts in the last 12 months of filing data.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Your Private Client Group, Inc. (CRD 292621): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/your-private-client-group-inc-huntington-beach-ca-292621