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PCG WEALTH MANAGEMENT
Legal name: PCG WEALTH ADVISORS, LLC
CRD 290977File 801-112183
APPROVED
Retail clients
Filing as of Jun 11, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$931.1M
Above cohort median (national)
Discretionary AUM
$896.1M
Non-discretionary $35.1M
Clients
1,954
4,710 accounts
Employees
24
Above cohort median in KS
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Dec 15, 2017
- Principal office
- 5700 W. 112TH STREET,, SUITE 120, OVERLAND PARK, KS, 66211
- Phone
- (913) 323-3112
- Website
- https://www.limestonewm.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $931.1M
- Discretionary AUM
- $896.1M
- Non-discretionary AUM
- $35.1M
- Discretionary accounts
- 4,586
- Non-discretionary accounts
- 124
- Total accounts
- 4,710
- AUM per client
- $477K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $1.5M |
| Charitable organizations | 8 | $2.2M |
| High net worth individuals | 233 | $477.1M |
| Pension and profit sharing plans | 124 | $35.1M |
| Individuals (other than high net worth individuals) | 1,586 | $409.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 1,959 | 1,954 | decreased by5 |
| Mar 1, 2026 | Employees | 23 | 24 | increased by1 |
| Mar 1, 2026 | Clients | 1,795 | 1,959 | increased by164 |
| Mar 1, 2026 | AUM | $765,458,126 | $931,127,284 | increased by$165,669,158 |
| Mar 1, 2026 | Accounts | 1,795 | 4,710 | increased by2,915 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 18 | 23 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,223 | 1,795 | increased by572 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $515,667,767 | $765,458,126 | increased by$249,790,359 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,223 | 1,795 | increased by572 |
| Oct 1, 2022 | Employees | 21 | 18 | decreased by3 |
| Apr 1, 2022 | Employees | 24 | 21 | decreased by3 |
| Apr 1, 2022 | Clients | 1,073 | 1,223 | increased by150 |
| Apr 1, 2022 | AUM | $445,800,832 | $515,667,767 | increased by$69,866,935 |
| Apr 1, 2022 | Accounts | 2,727 | 1,223 | decreased by1,504 |
| 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 “PCG WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PCG WEALTH” 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.