Data / Investment advisers / Kansas / PCG Wealth Management
PCG Wealth Management, Overland Park, KS: $931 million AUM, SEC registered investment adviser
PCG Wealth Management is an SEC registered investment adviser with its main office in Overland Park, Kansas and reports $931 million in regulatory assets under management in its Form ADV filed June 11, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 290977
- SEC file number
- 801-112183
- SEC status
- Approved, effective December 15, 2017
- Legal name
- PCG Wealth Advisors, LLC
- Main office
- 5700 W. 112th Street, Suite 120, Overland Park, KS 66211
- Phone
- (913) 323-3112
- Website
- pcgstrategies.com
- Regulatory AUM
- $931,127,284 in the Form ADV filed June 11, 2026
- Discretionary AUM
- $896,051,908
- Non discretionary AUM
- $35,075,376
- Accounts
- 4,710
- Employees
- 24, of which 24 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 6
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 11, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 233 | $477.1 million |
| Individuals (other than high net worth individuals) | 1,586 | $409.1 million |
| Pension and profit sharing plans | 124 | $35.1 million |
| Charitable organizations | 8 | $2.2 million |
| Corporations or other businesses | 3 | $1.5 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $931.1 million | February 18, 2026 |
| December 1, 2025 | $765.5 million | September 25, 2025 |
Other advisers in Overland Park
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Financial Partners Group, Inc. | Overland Park | $1.15 billion | Not listed | adviserinfo.sec.gov |
| Waterfront Wealth Inc. | Overland Park | $1.14 billion | Not listed | adviserinfo.sec.gov |
| Stepp & Rothwell Inc | Overland Park | $1.06 billion | Not listed | adviserinfo.sec.gov |
| Mcd-Kissner GP, LLC | Overland Park | $1.02 billion | 3 | adviserinfo.sec.gov |
| Legacy Financial Strategies, LLC | Overland Park | $952 million | Not listed | adviserinfo.sec.gov |
| Greenup Street Wealth Management LLC | Overland Park | $900.4 million | Not listed | adviserinfo.sec.gov |
| TFB Advisors, LLC | Overland Park | $840.2 million | Not listed | adviserinfo.sec.gov |
| Paragon Capital Management LLC | Overland Park | $739.8 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Overland Park, KS
- Investment advisers in Kansas
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- PCG Wealth Management on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.