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THE PORTFOLIO STRATEGY GROUP, LLC
CRD 166593File 801-77583
APPROVED
Retail clients
Custody
Filing as of Mar 26, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.62B
Top 25% of cohort (national)
Discretionary AUM
$2.61B
Non-discretionary $10.2M
Clients
480
478 accounts
Employees
15
Above cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Feb 8, 2013
- Principal office
- 50 MAIN STREET, SUITE 1280, WHITE PLAINS, NY, 10606
- Phone
- 914-288-4900
- Website
- https://psgwealth.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.62B
- Discretionary AUM
- $2.61B
- Non-discretionary AUM
- $10.2M
- Discretionary accounts
- 445
- Non-discretionary accounts
- 33
- Total accounts
- 478
- AUM per client
- $5.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 41 | $443.4M |
| Charitable organizations | 13 | $53.7M |
| High net worth individuals | 359 | $2.03B |
| Pooled investment vehicles | 2 | $47.9M |
| Pension and profit sharing plans | 19 | $27.8M |
| Individuals (other than high net worth individuals) | 46 | $20.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- 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
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 444 | 480 | increased by36 |
| Apr 1, 2026 | AUM | $2,384,964,492 | $2,620,983,417 | increased by$236,018,925 |
| Apr 1, 2026 | Accounts | 442 | 478 | increased by36 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 12 | 15 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 405 | 444 | increased by39 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,940,302,729 | $2,384,964,492 | increased by$444,661,763 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 405 | 442 | increased by37 |
| Oct 1, 2022 | Employees | 11 | 12 | increased by1 |
| Oct 1, 2022 | Clients | 388 | 405 | increased by17 |
| Oct 1, 2022 | AUM | $2,325,947,031 | $1,940,302,729 | decreased by$385,644,302 |
| Oct 1, 2022 | Accounts | 388 | 405 | increased by17 |
| Apr 1, 2022 | Clients | 379 | 388 | increased by9 |
| Apr 1, 2022 | AUM | $1,980,347,356 | $2,325,947,031 | increased by$345,599,675 |
| Apr 1, 2022 | Accounts | 379 | 388 | increased by9 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PORTFOLIO STRATEGY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PORTFOLIO STRATEGY” may also match similarly-named firms). Confirm identity against each filing.
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.