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PVG ASSET MANAGEMENT CORP
CRD 105541File 801-30581
APPROVED
Retail clients
Disclosure events
Filing as of Aug 4, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$624.9M
Above cohort median (national)
Discretionary AUM
$512.7M
Non-discretionary $112.2M
Clients
240
746 accounts
Employees
9
Above cohort median in CO
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Oct 23, 1987
- Principal office
- 6898 S. UNIVERSITY BLVD., SUITE 100, CENTENNIAL, CO, 80122
- Phone
- 303-526-0548
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $624.9M
- Discretionary AUM
- $512.7M
- Non-discretionary AUM
- $112.2M
- Discretionary accounts
- 745
- Non-discretionary accounts
- 1
- Total accounts
- 746
- AUM per client
- $2.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $570K |
| Charitable organizations | Fewer than 5 | $8.6M |
| Other investment advisers | 6 | $428.0M |
| High net worth individuals | 45 | $128.8M |
| Pension and profit sharing plans | Fewer than 5 | $2.9M |
| State or municipal government entities | Fewer than 5 | $514K |
| Individuals (other than high net worth individuals) | 177 | $55.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11D4
- Q11E4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.