PCG Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, and pension consulting. Financial planning was provided to 101–250 clients last fiscal year.
PCG Wealth Advisors reports 1,959 clients. They include 1,586 individual clients, 233 high-net-worth individuals, and 124 pension and profit-sharing plans. Of its assets, 96.2% ($896M across 4,586 accounts) are managed with discretion; $35.1M across 124 accounts are not. A wrap fee program the firm both sponsors and manages holds $931M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 81% | 44% |
| High-net-worth individuals | 12% | 51% |
| Pension and profit-sharing plans | 6% | 4% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | <1% | <1% |
| Other client typesOther | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 1,586 | $409M | 43.9% | $258K |
| High-net-worth individuals | 233 | $477M | 51.2% | $2.05M |
| Pension and profit-sharing plans | 124 | $35.1M | 3.8% | $283K |
| Charitable organizations | 8 | $2.2M | 0.2% | $275K |
| Corporations and other businesses | Fewer than 5 | $1.48M | 0.2% | $493K |
| Other | 5 | $6.23M | 0.7% | $1.25M |
| Total | 1,959 | $931M | 100% | — |
- Clients
- 1,586
- Regulatory AUM
- $409M
- AUM share
- 43.9%
- Avg. per client
- $258K
- Clients
- 233
- Regulatory AUM
- $477M
- AUM share
- 51.2%
- Avg. per client
- $2.05M
- Clients
- 124
- Regulatory AUM
- $35.1M
- AUM share
- 3.8%
- Avg. per client
- $283K
- Clients
- 8
- Regulatory AUM
- $2.2M
- AUM share
- 0.2%
- Avg. per client
- $275K
- Clients
- Fewer than 5
- Regulatory AUM
- $1.48M
- AUM share
- 0.2%
- Avg. per client
- $493K
- Clients
- 5
- Regulatory AUM
- $6.23M
- AUM share
- 0.7%
- Avg. per client
- $1.25M
Total
- Clients
- 1,959
- Regulatory AUM
- $931M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
PCG Wealth Advisors charges up to 1.60% for its Investment Management Services. The brochure does not state whether the rate is annual. The fee is billed in advance or in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning Services
- Financial planning is billed hourly at up to $500 an hour, or as a fixed engagement fee of up to $10,000, negotiable.
Craig Kurth owns 50% to 75% of PCG Wealth Advisors. The leadership team of PCG Wealth Advisors includes President Alexandra Kurth and Chief Compliance Officer Craig Kurth. It has 24 employees.
Leadership
Alexandra KurthPresident and Managing Member
Craig KurthCEO and Chief Compliance Officer, Managing Member
Investment adviser representatives
18 representatives listed in the SEC register as of 9 October 2026.
Staff
- 24 employees
- 24 in advisory functions
- 17 state-registered reps
- 17 broker-dealer reps
- 17 insurance agents
- Owns 50% to 75% of PCG Wealth Advisors, LLC
Craig Kurth
Control person · since November 2017
- Owns 25% to 50% of PCG Wealth Advisors, LLC
Alexandra Kurth
Control person · since November 2017
PCG Wealth Advisors’ regulatory assets grew 2.1× from $446M (March 2021) to $931M (June 2026); clients rose from 1,073 to 1,959 and employees were 24 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| June 2026 | $931M | 1,959 | 24 | 7 |
| June 2025 | $765M | 1,795 | 23 | 7 |
| February 2024 | $666M | 1,719 | 22 | 6 |
| July 2023 | $589M | 1,663 | 21 | 6 |
| March 2022 | $516M | 1,223 | 21 | 6 |
| March 2021 | $446M | 1,073 | 24 | 5 |
Besides its headquarters, PCG Wealth Advisors has 6 offices, with 7 listed addresses across 4 states.
Illinois · 2 listed addresses
- 377 E. Butterfield RD., Lombard
- 1415 West 22nd Street, Oak Brook
Kansas · 2 listed addresses
- 5700 W. 112th Street,, Suite 120, Overland ParkHQ
- 1251 NW Briarcliff Pkwy., Kansas City
Missouri · 2 listed addresses
- 4200 Little Blue Parkway, Independence
- 118 Spring Street, Excelsior Springs
Kentucky · 1 listed address
- 3832 Taylorsville Road, Louisville
Other business names
PCG Wealth Advisors has reported 2 other business names to the SEC.
- Limestone Wealth Management
- Wealthsprings, LLC
Contact and registration details
- Legal name
- PCG Wealth Advisors, LLC
- Headquarters
- 5700 W. 112th Street,, Suite 120, Overland Park, KS 66211
- Website
- pcgstrategies.com
- Phone
- 913-323-3112
- SEC file
- 801-112183
- Structure
- Delaware LLC
- Fiscal year end
- December
PCG Wealth Advisors uses LPL Financial ($931M) as custodian for its separately managed accounts. PCG Wealth Advisors does not have custody of client assets.
- LPL FinancialLPL Financial LLC · Boston, MA · $931M100%
At year end, PCG Wealth Advisors’ separately managed accounts were mostly in funds (77%) and cash (12%). Its reported 13F holdings for the quarter ended 30 June 2026 total $448M across 180 positions; the largest are Capital Group Dividend Value (7.5%), State Str SPDR S&P 500 ETF T (5.4%) and Capital Group Core Balanced (3.4%).
What the accounts hold
- Stocks4%
- Funds77%
- Cash12%
- Other7%
- Alternative investments, reits, master limited partnerships, structured products and variable annuities7%
Reported 13F holdings
- $448M
- Reported 13F value
- 180
- Positions
- 32.2%
- In the 10 largest
- +13.3%
- Value vs. prior quarter
- Capital Group Dividend Value · Shs Creat Unit7.5%
- State Str SPDR S&P 500 ETF T · TR Unit5.4%
- Capital Group Core Balanced3.4%
- Invesco Exchange Traded FD T · S&P Mdcp Quality3.2%
- Fidelity Covington Trust · High Divid ETF2.5%
- American Centy ETF TR · Intl EQT ETF2.2%
- American Centy ETF TR · US Large Cap Vlu2.0%
- SPDR Gold TR · Gold Shs2.0%
- Vaneck ETF Trust · Semiconductr ETF2.0%
- Invesco Exch Traded FD TR II · Nasdaq 100 ETF1.9%
Together, the ten largest are 32.2% of reported value.
How many clients does PCG Wealth Advisors have?
PCG Wealth Advisors has 1,959 clients and manages $931 million for them, as of June 2026. They include 1,586 individual clients, 233 high-net-worth individuals, and 124 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 11 June 2026
What services does PCG Wealth Advisors offer?
PCG Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does PCG Wealth Advisors charge?
PCG Wealth Advisors charges up to 1.60% for its Investment Management Services. The brochure does not state whether the rate is annual. The fee is billed in advance or in arrears and is negotiable.
Source: PCG WEALTH ADVISORS - DISCLOSURE BROCHURE, filed 18 February 2026
Which custodians does PCG Wealth Advisors use?
PCG Wealth Advisors’ separately managed account assets are held at LPL Financial LLC (Boston, MA), with $931M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 11 June 2026
How many financial advisors does PCG Wealth Advisors have?
PCG Wealth Advisors has 17 investment adviser representatives registered with state securities authorities, out of 24 employees, and 24 perform investment advisory functions. 17 employees are registered representatives of a broker-dealer and 17 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does PCG Wealth Advisors invest in?
At the end of its last fiscal year, PCG Wealth Advisors’ separately managed accounts held 77% registered funds (mutual funds, ETFs, BDCs), 12% cash and equivalents, 7% other and 4% exchange-traded equities. The 7% other category is described as: Alternative Investments, Reits, Master Limited Partnerships, Structured Products and Variable Annuities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns PCG Wealth Advisors?
PCG Wealth Advisors’ direct owners are Craig Kurth (50% to 75%) and Alexandra Kurth (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 11 June 2026
How does PCG Wealth Advisors get paid?
PCG Wealth Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact PCG Wealth Advisors?
PCG Wealth Advisors’ main office is at 5700 W. 112th Street,, Suite 120, Overland Park, KS 66211. Its phone number is 913-323-3112. Its website is pcgstrategies.com.