DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

Pcg Wealth Management

Independent wealth managerOverland Park, KansasCRD 290977SEC 801-112183websiteIAPD
Legal name Pcg Wealth Advisors, LLC
Latest filing Jun 11, 2026
First filing on the tape Nov 15, 2017 · 44 filings
SEC status approved since Dec 15, 2017
RAUM
$931M
reported, Item 5.F
Discretionary
96%
of RAUM
Private clients
95%
$886M individuals and HNW
Advisors
18
registered through the firm on IAPD
RAUM per advisor
$51.7M
derived; firm RAUM over IAPD count
Employees
24
24 advisory (5.B.1)
Offices
6
beyond the principal office
Private funds
0
reported on Schedule D
History
44 filings and snapshots on the tape
RAUM$931M as of Jun 11, 2026
Jan 4, 2018$0 then
HNW client RAUM$477M as of Jun 11, 2026
Mar 5, 2019$69.6M then
State-registered IARs (5.B.3)17 as of Jun 11, 2026
Jan 4, 20186 then
Employees (5.A)24 as of Jun 11, 2026
Jan 4, 201812 then
Private funds: no history
RAUM +22% over the last fiscal year+17% a year over threeIARs 16 to 17
Practice profile
derived from the filing of Jun 11, 2026; every figure names its basis
Archetypes, each a printed rule
  • HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
  • Retirement plan adviser · pension consulting activity (Item 5.G.6) and pension plans at least 25 percent of RAUM or at least 25 pension-plan clients
  • Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
RAUM per advisor
$51.7MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
101derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$2.0MderivedHNW RAUM over HNW clients
Average account
$197,692derivedRAUM over accounts (5.F.2.f)
Discretionary
96%derivedof RAUM
Institutional
4.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.3derivedItem 5.A over advisors
Advisors per office
2.6derived7 offices incl. principal (1.F.5)
RAUM growth, one year
+22%derivedbetween the last two annual amendments
Advisor growth, one year
+6.3%derivedItem 5.B.3 between annual amendments
Client growth, one year
+5.6%derived
Compensation
percentage of assets, hourly, fixed feesreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, pension consultingreportedItem 5.G
Wrap fee program
$931MreportedItem 5.I
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$477M52%
  • Individuals$409M44%
  • Pension and profit-sharing plans$35.1M3.8%
  • Charitable organizations$2.2M0.2%
  • Corporations and businesses$1.5M0.2%
Individual clients
1,586reported
HNW clients
233reported
Pension plan clients
124reported
Charitable clients
8reported
Accounts
4,710reported
Financial planning clients
101-250reported
Wrap fee programs
$0 sponsored, $0 managedreported
Custody of client assets
noreported
Compensation
% of AUM, fixed, hourlyreported
Class basis
private_client_share=0.95 fund_share=0.0 institutional_share=0.04 related_bd=false related_bank=false bd_reps=17.0derived
Advisors registered through the firm
18 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
Alexandra Kiley Kurth GardenCertified Financial PlannerOverland Park, KsJan 2, 201815 y2
Christopher Raymond WadeOverland Park, KsJan 2, 201836 y2
Michael Kevin GardenOverland Park, KsJan 2, 201810 y2
Jonathan David LallOverland Park, KsJan 2, 201824 y2
Craig Joseph KurthCertified Financial PlannerOverland Park, KsJan 3, 201842 y2
Herman Edvin LallOverland Park, KsJan 3, 201830 y2
Richard Kent JohnsonOverland Park, Ks Jan 4, 201829 y2
Bradley Sheldon MorrisCertified Financial PlannerOverland Park, Ks Jan 9, 201824 y3
James Michael SchankOverland Park, KsDec 14, 201846 y1
John Joseph SkowronskiOverland Park, Ks Jun 13, 201926 y1
Robert Charles WrightCertified Financial PlannerOverland Park, Ks Aug 26, 201931 y1
Douglas Alan DavisCertified Financial PlannerOverland Park, Ks Sep 22, 202117 y1
Scott Andraius MussOverland Park, Ks Sep 22, 202130 y1
Lisa Faye LeisureLouisville, Ky Sep 22, 202136 y1
Michael Patrick PetroskyLouisville, Ky Sep 22, 202120 y1
Andrew Ross WarnerOverland Park, KsApr 10, 202314 y2
William James HudnallOverland Park, Ks Feb 5, 202427 y1
Michael Edward JohnsonLombard, Il Sep 30, 202410 y0
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
    Joined, latest
    Every departureEvery arrival
    Teams: two or more advisors moving together within fourteen days, from one state
      Teams outTeams in
      Private funds
      No private fund reported.
      Owners and control persons
      Schedule A and B, latest filing
      • Kiley Alexandra Kurth · President And Managing Membercontrol
        since 11/2017 · owns 25% to 50%
      • Joseph Craig Kurth · Ceo And Chief Compliance Officer, Managing Membercontrol
        since 11/2017 · owns 50% to 75%
      Related persons
      Schedule D 7.A
      No related person reported.
      Office movement
      IAPD branch city; joins and departures in 12 months
      OfficeAdvisorsJoinedLeftTeams outForming
      Overland Park, Ks · principal1800
      Louisville, Ky400
      Lombard, Il200
      Offices
      Schedule D 1.F, the 25 largest
      • Excelsior Springs, MO3 employees
      • Kansas City, KS3 employees
      • Louisville, KY3 employees
      • Lombard, IL2 employees
      • Independence, MO1 employees
      ADV anomalies
      1 against comparable advisers; where to look, not conclusions
      • account count surgeChange between filings · filing Feb 18, 2026
        accounts (Item 5.F.2.f) moved from 1,795.0 to 4,710.0 (+162.0%) between the annual amendments of 2025-01-27 and 2026-02-18; the peer median change was +6.0% (1256 comparable advisers, 98.0th percentile of changes)
        peers: independent wealth managers, $500M to $1B (1,256) · 98% percentile
      How anomalies are measured
      What changed
      consecutive filings, newest first
      • Accounts · 1,795 to 4,710
        Sep 25, 2025 to Feb 18, 2026
      • Advisory employees · 23 to 24
        Sep 25, 2025 to Feb 18, 2026
      • BD registered reps · 16 to 17
        Sep 25, 2025 to Feb 18, 2026
      • Corporate clients · 2 to 3
        Sep 25, 2025 to Feb 18, 2026
      • HNW clients · 189 to 233
        Sep 25, 2025 to Feb 18, 2026
      • Individual clients · 1,534 to 1,586
        Sep 25, 2025 to Feb 18, 2026
      • Pension plan clients · 57 to 124
        Sep 25, 2025 to Feb 18, 2026
      • Employees · 23 to 24
        Sep 25, 2025 to Feb 18, 2026
      • State-registered IARs · 16 to 17
        Sep 25, 2025 to Feb 18, 2026
      • Discretionary RAUM · $742M to $896M
        Sep 25, 2025 to Feb 18, 2026
      • HNW RAUM · $354M to $477M
        Sep 25, 2025 to Feb 18, 2026
      • Individual RAUM · $372M to $409M
        Sep 25, 2025 to Feb 18, 2026
      • Non-discretionary RAUM · $23.2M to $35.1M
        Sep 25, 2025 to Feb 18, 2026
      • Pension RAUM · $30.1M to $35.1M
        Sep 25, 2025 to Feb 18, 2026
      • RAUM · $765M to $931M
        Sep 25, 2025 to Feb 18, 2026
      • Financial planning clients · 101-250 to 101-250
        Jan 27, 2025 to Jun 23, 2025
      • Accounts · 4,174 to 1,795
        Sep 24, 2024 to Jan 27, 2025
      • Advisory employees · 22 to 23
        Sep 24, 2024 to Jan 27, 2025
      • BD registered reps · 15 to 16
        Sep 24, 2024 to Jan 27, 2025
      • Charity clients · 5 to 8
        Sep 24, 2024 to Jan 27, 2025
      • HNW clients · 152 to 189
        Sep 24, 2024 to Jan 27, 2025
      • Individual clients · 1,501 to 1,534
        Sep 24, 2024 to Jan 27, 2025
      • Pension plan clients · 55 to 57
        Sep 24, 2024 to Jan 27, 2025
      • Employees · 22 to 23
        Sep 24, 2024 to Jan 27, 2025
      • State-registered IARs · 15 to 16
        Sep 24, 2024 to Jan 27, 2025
      • Other offices · 5 to 6
        Sep 24, 2024 to Jan 27, 2025
      • Discretionary RAUM · $645M to $742M
        Sep 24, 2024 to Jan 27, 2025
      • HNW RAUM · $280M to $354M
        Sep 24, 2024 to Jan 27, 2025
      • Individual RAUM · $353M to $372M
        Sep 24, 2024 to Jan 27, 2025
      • Non-discretionary RAUM · $20.6M to $23.2M
        Sep 24, 2024 to Jan 27, 2025
      • Pension RAUM · $26.2M to $30.1M
        Sep 24, 2024 to Jan 27, 2025
      • RAUM · $666M to $765M
        Sep 24, 2024 to Jan 27, 2025
      • Accounts · 4,014 to 4,174
        Jan 4, 2024 to Feb 20, 2024
      • Advisory employees · 21 to 22
        Jan 4, 2024 to Feb 20, 2024
      • BD registered reps · 14 to 15
        Jan 4, 2024 to Feb 20, 2024
      • HNW clients · 153 to 152
        Jan 4, 2024 to Feb 20, 2024
      • Individual clients · 1,465 to 1,501
        Jan 4, 2024 to Feb 20, 2024
      • Pension plan clients · 34 to 55
        Jan 4, 2024 to Feb 20, 2024
      • Employees · 21 to 22
        Jan 4, 2024 to Feb 20, 2024
      • State-registered IARs · 14 to 15
        Jan 4, 2024 to Feb 20, 2024
      Signals
      2 dated events
      • Pcg Wealth Management reported RAUM $360.7M, up 55% from $233.0M (2019-11-22 to 2020-02-15)
        Feb 15, 2020 · RAUM change · derived
      • Pcg Wealth Advisors filed its initial SEC registration (Form ADV)
        Nov 15, 2017 · First SEC registration · fact
      Across DFX
      shared identifiers only, never a name match
      No identifier-backed link to the venture, private equity, family office or sponsor graphs.
      How to reach
      public business contact points only, each with its source
      Business email
      info@limestonewm.comreportedpublished by the firm, firm site, Sep 15, 2026
      Business email
      hroberts@limestonewm.comreportedpublished by the firm, firm site, Sep 15, 2026
      Business phone
      502-208-4500reportedpublished by the firm, firm site, Sep 15, 2026
      Business phone
      502-409-6637reportedpublished by the firm, firm site, Sep 15, 2026
      Website
      limestonewm.comreportedpublic record, Form ADV, Sep 17, 2026
      Principal office phone
      (913) 323-3112reportedpublic record, Form ADV, Jun 11, 2026
      Contact form
      limestonewm.com/contactreportedpublished by the firm, firm site, Sep 15, 2026
      Team page
      limestonewm.com/teamreportedpublished by the firm, firm site, Sep 15, 2026
      Provenance
      Form ADV
      SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
      Advisors
      IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
      Class
      Independent wealth managerderiveda rule over Items 5.D and 7.A
      RAUM per advisor
      $51.7Mderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026