← Directory
YOUR PRIVATE CLIENT GROUP, INC.
CRD 292621File 801-112586
APPROVED
Retail clients
Filing as of Jul 2, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$236.7M
Below cohort median (national)
Discretionary AUM
$236.7M
Clients
230
400 accounts
Employees
2
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Mar 13, 2018
- Principal office
- Not reported
- Phone
- 800-346-0138
- Website
- HTTPS://WWW.YOURPCG.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $236.7M
- Discretionary AUM
- $236.7M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 400
- Non-discretionary accounts
- 0
- Total accounts
- 400
- AUM per client
- $1.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 63 | $187.9M |
| Pension and profit sharing plans | 5 | $9.4M |
| Individuals (other than high net worth individuals) | 162 | $39.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- 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 |
|---|---|---|---|---|
| Feb 1, 2026 | Clients | 247 | 230 | decreased by17 |
| Feb 1, 2026 | AUM | $228,629,398 | $236,702,434 | increased by$8,073,036 |
| Feb 1, 2026 | Accounts | 439 | 400 | decreased by39 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 701 | 247 | decreased by454 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $554,345,998 | $228,629,398 | decreased by$325,716,600 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,348 | 439 | decreased by909 |
| Feb 1, 2022 | Clients | 706 | 701 | decreased by5 |
| Feb 1, 2022 | AUM | $502,931,651 | $554,345,998 | increased by$51,414,347 |
| Feb 1, 2022 | Accounts | 1,390 | 1,348 | decreased by42 |
| 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 “YOUR PRIVATE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“YOUR PRIVATE” 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.