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Private Client Advisor Group, LLC

● SEC registered since 2025CRD 330038SEC# 801-134899Palm City, FL
Export (members)
Reg. AUM
$110.2M
Employees
5
Accounts
340
Location
Palm City, FL

Private Client Advisor Group, LLC assets under management

Private Client Advisor Group, LLC operates as an SEC-registered investment adviser based in Palm City, FL. The firm has been registered since 2025. It reports $110.2 million in regulatory assets under management and employs 5 people.
www.privateclientadvisor.netView on SEC.gov ↗

Private Client Advisor Group, LLC owners & executives

1 reported
NameTitleOwnershipSince
Mark Edward Stratton ControlManaging Member, Chief Compliance OfficerOver 75%2024

Frequently asked questions

How much does Private Client Advisor Group, LLC manage?

Private Client Advisor Group, LLC reports $110.2 million in regulatory assets under management on its Form ADV.

How many employees does Private Client Advisor Group, LLC have?

Private Client Advisor Group, LLC reports 5 employees.

Where is Private Client Advisor Group, LLC located?

Private Client Advisor Group, LLC is based in Palm City, FL and has been SEC-registered since 2025.

Does Private Client Advisor Group, LLC disclose fund performance?

Private Client Advisor Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address901 SW Martin Downs Blvd., Suite 200 D, Palm City, FL 34990
Phone516-241-3934
Office hoursBy Appointment
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$110.2M
Non-discretionary$0
Total (RAUM)$110.2M