PRIVATE FINANCIAL COUNSELING

Legal name: PFC CAPITAL GROUP INC

CRD 110648File 801-26253

APPROVED

Retail clients

Custody

Filing as of Oct 28, 2025

Feed vintage Aug 17, 2026

Regulatory AUM

$262.5M

Below cohort median (national)

Discretionary AUM

$262.5M

Clients

251

382 accounts

Employees

Below cohort median in CA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: LARO
Registration date: Feb 6, 1986
Principal office: 1901 AVENUE OF THE STARS, 11TH FLOOR, LOS ANGELES, CA, 90067-6002
Phone: 310-556-2055
Website: Not reported

Assets & accounts

ADV Item 5F

Total regulatory AUM: $262.5M
Discretionary AUM: $262.5M
Non-discretionary AUM: $0
Discretionary accounts: 382
Non-discretionary accounts: 0
Total accounts: 382
AUM per client: $1.0M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	12	$306K
Charitable organizations	3	$752K
High net worth individuals	55	$216.6M
Individuals (other than high net worth individuals)	181	$40.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: Yes
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

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 17, 2026	Clients	254	251
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.