DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

PRIVATE CLIENT ADVISOR GROUP, LLC

CRD 330038

PALM CITY, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d6a7dab6-98b6-d0c8-b2bd-beec851528bd

Data as of Aug 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:00 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Dec 12, 2025 to Aug 1, 2026
3 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $110MItem 5.F on the latest filing (2026-08-01); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $110M
Private client RAUM: $110MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $18.3Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 6
Advisory employees: 6
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 391
Individual clients: 138
High net worth clients: 52
Custody, client assets: $39.4M
SEC number: 801-134899
CRD: 330038
Filings on the tape: 3
First filed: Dec 12, 2025
Latest filed: Aug 1, 2026
Organised: Limited Liability Company, FL
Website: privateclientadvisor.net

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
DAVID WILLIAM BUSH	n/a	PALM CITY, FL \| Lenexa, KS	2	18	6	no
BRENNEN SEAN NEWTON	n/a	Overland Park, KS \| PALM CITY, FL	2	11	3	no
MARK EDWARD STRATTON	n/a	PALM CITY, FL	2	34	3	no
Scott Wesley Ross	n/a	Alpine, UT \| PALM CITY, FL	2	21	6	no
Dirk Eugene Palmer	n/a	Henryetta, OK \| PALM CITY, FL	1	23	2	no
BRYAN SCOTT NEWTON	n/a	Overland Park, KS \| PALM CITY, FL	1	12	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
STRATTON, MARK, EDWARD	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	yes	01/2024	Aug 1, 2026	Aug 1, 2026

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 26, 2026	$110M	$110M	6	6	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	5	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$110M	n/a	n/a	n/a	n/a	6	n/a	1	n/a

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
Owlfi	2	Aug 22, 2024	Jun 13, 2024	LENEXA, KS	Team lift out	RIA to RIA	50.0%

Relationships

Controls (1)

← STRATTON, MARK, EDWARDOwnerMANAGING MEMBER, CHIEF COMPLIANCE OFFICER, ownership code E, individual
Aug 1, 2026 to presentfactForm ADV

Registered with (6)

← BRYAN SCOTT NEWTONAdvisorregistration: current employment
May 27, 2025 to presentfactForm ADV
← Dirk Eugene PalmerAdvisorregistration: current employment
Jan 1, 2025 to presentfactForm ADV
← Scott Wesley RossAdvisorregistration: current employment
Aug 1, 2024 to presentfactForm ADV
← MARK EDWARD STRATTONAdvisorregistration: current employment
Jun 14, 2024 to presentfactForm ADV
← DAVID WILLIAM BUSHAdvisorregistration: current employment
Jun 13, 2024 to presentfactForm ADV
← BRENNEN SEAN NEWTONAdvisorregistration: current employment
Jun 13, 2024 to presentfactForm ADV

Moved with (1)

← OWLFIRegistered adviser2 advisors, team lift out
Aug 22, 2024 to Jun 13, 2024factForm ADV

Dated events

Occurred
Aug 22, 2024
Team lift-out
2 advisors left Owlfi (Lenexa, KS) for Private Client Advisor Group, LLC within 4 days
Form ADVobserved 3 days ago
2 advisors

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d6a7dab6-98b6-d0c8-b2bd-beec851528bd
First observed: Dec 12, 2025
Last observed: Aug 1, 2026 49 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

PRIVATE CLIENT ADVISOR GROUP, LLC

CRD 330038

PALM CITY, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d6a7dab6-98b6-d0c8-b2bd-beec851528bd

Data as of Aug 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:00 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DAVID WILLIAM BUSH

n/a

PALM CITY, FL | Lenexa, KS

BRENNEN SEAN NEWTON

n/a

Overland Park, KS | PALM CITY, FL

MARK EDWARD STRATTON

n/a

PALM CITY, FL

Scott Wesley Ross

n/a

Alpine, UT | PALM CITY, FL

Dirk Eugene Palmer

n/a

Henryetta, OK | PALM CITY, FL

BRYAN SCOTT NEWTON

n/a

Overland Park, KS | PALM CITY, FL

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

STRATTON, MARK, EDWARD

MANAGING MEMBER, CHIEF COMPLIANCE OFFICER

yes

01/2024

Aug 1, 2026

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 26, 2026

$110M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$110M

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

Owlfi

Aug 22, 2024

Jun 13, 2024

LENEXA, KS

Team lift out

RIA to RIA

50.0%