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Pcg Asset Management, LLC

● SEC registered since 2022CRD 148208SEC# 801-126371Gladstone, NJ
Export (members)
Reg. AUM
$143.1M
Employees
5
Accounts
198
Location
Gladstone, NJ

Pcg Asset Management, LLC assets under management

Pcg Asset Management, LLC is an SEC-registered investment adviser based in Gladstone, NJ. The firm has been registered since 2022. It reports $143.1 million in regulatory assets under management and employs 5 people.

Pcg Asset Management, LLC owners & executives

3 reported
NameTitleOwnershipSince
Christina JohnsonMember5-10%2021
David Wordlow Johnson ControlManagerOver 75%2009
Kenneth Paul Lenskold ControlChief Compliance OfficerUnder 5%2025

Frequently asked questions

How much does Pcg Asset Management, LLC manage?

Pcg Asset Management, LLC reports $143.1 million in regulatory assets under management on its Form ADV.

How many employees does Pcg Asset Management, LLC have?

Pcg Asset Management, LLC reports 5 employees.

Where is Pcg Asset Management, LLC located?

Pcg Asset Management, LLC is based in Gladstone, NJ and has been SEC-registered since 2022.

Does Pcg Asset Management, LLC disclose fund performance?

Pcg Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address240 Main Street, Suite 200, Gladstone, NJ 07934
Phone908-719-3024
Office hours8:00 a.m. - 4:30 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Regulatory AUM

$143.1M▲ 14%
Jan '25 — $125.4MFeb '25 — $125.4MMar '25 — $136.2MApr '25 — $136.2MMay '25 — $136.2MJun '25 — $136.2MJul '25 — $136.2MAug '25 — $136.2MSep '25 — $136.2MOct '25 — $136.2MNov '25 — $136.2MDec '25 — $136.2MJan '26 — $136.2MFeb '26 — $136.2MMar '26 — $143.1MApr '26 — $143.1MMay '26 — $143.1MJun '26 — $143.1M
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 85%
Larger than 15% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers

Assets under management

$143.1Mregulatory AUM
Discretionary $143.1M