Private Client Advisor Group, LLC
● SEC registered since 2025CRD 330038SEC# 801-134899Palm City, FL
Reg. AUM
$110M
Employees
6
Accounts
391
Location
Palm City, FL
Private Client Advisor Group, LLC assets under management
Private Client Advisor Group, LLC operates as an SEC-registered investment adviser based in Palm City, FL. The firm has been registered since 2025. It reports $110 million in regulatory assets under management and employs 6 people.
Private Client Advisor Group, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Mark Edward Stratton Control | Managing Member, Chief Compliance Officer | Over 75% | 2024 |
Frequently asked questions
How much does Private Client Advisor Group, LLC manage?
Private Client Advisor Group, LLC reports $110 million in regulatory assets under management on its Form ADV.
How many employees does Private Client Advisor Group, LLC have?
Private Client Advisor Group, LLC reports 6 employees.
Where is Private Client Advisor Group, LLC located?
Private Client Advisor Group, LLC is based in Palm City, FL and has been SEC-registered since 2025.
Does Private Client Advisor Group, LLC disclose fund performance?
Private Client Advisor Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 901 SW Martin Downs Blvd., Suite 200 D, Palm City, FL 34990 |
| Phone | 516-241-3934 |
| Office hours | By Appointment |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$110MNo change
Nov '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 91%
Larger than 9% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$110Mregulatory AUM
Discretionary $110M