Data / Investment advisers / Colorado / PVG Asset Management Corp
PVG Asset Management Corp, Centennial, CO: $625 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
PVG Asset Management Corp is an SEC registered investment adviser with its main office in Centennial, Colorado and reports $625 million in regulatory assets under management in its Form ADV filed August 4, 2026. Its clients include other investment advisers, high net worth individuals and individuals. It is paid through a percentage of assets under management.
The request: Watch PVG Asset Management Corp (CRD number 105541): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 105541
- SEC file number
- 801-30581
- SEC status
- Approved, effective October 23, 1987
- Main office
- 6898 S. University Blvd. Suite 100, Centennial, CO 80122
- Phone
- (303) 526-0548
- Regulatory AUM
- $624,910,848 in the Form ADV filed August 4, 2026
- Discretionary AUM
- $512,716,732
- Non discretionary AUM
- $112,194,116
- Accounts
- 746
- Employees
- 9, of which 6 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Other offices
- 3
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions, self-regulatory organization actions
- Latest Form ADV filing
- August 4, 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 |
|---|---|---|
| Other investment advisers | 6 | $428 million |
| High net worth individuals | 45 | $128.8 million |
| Individuals (other than high net worth individuals) | 177 | $55.5 million |
| Charitable organizations | 2 | $8.6 million |
| Pension and profit sharing plans | 4 | $2.9 million |
| Corporations or other businesses | 5 | $569,501 |
| State or municipal government entities | 1 | $514,193 |
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 |
|---|---|---|
| April 1, 2026 | $624.9 million | March 24, 2026 |
| December 1, 2025 | $617.9 million | September 4, 2025 |
Other advisers in Centennial
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Ux Wealth Partners LLC | Centennial | $1.87 billion | Not listed | adviserinfo.sec.gov |
| Schaefer Financial Management, Inc. | Centennial | $1.11 billion | Not listed | adviserinfo.sec.gov |
| Fi401k Advisors | Centennial | $915 million | Not listed | adviserinfo.sec.gov |
| Peak Planning Group, LLC | Centennial | $710 million | Not listed | adviserinfo.sec.gov |
| JHP Wealth Management, LLC | Centennial | $223.8 million | Not listed | adviserinfo.sec.gov |
| FFG Retirement Counseling | Centennial | $216.5 million | Not listed | adviserinfo.sec.gov |
| Hinchley Advisory Group, LLC | Centennial | $193.1 million | Not listed | adviserinfo.sec.gov |
| Paller Financial Services, Inc. | Centennial | $147.9 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Centennial, CO
- Investment advisers in Colorado
- Advisers with $500 million to $1 billion in AUM
- Advisers serving other investment advisers
- Advisers serving high net worth individuals
- PVG Asset Management Corp on the SEC's adviser search
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.