PMG Family Office provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers. Financial planning was provided to 51–100 clients last fiscal year.
PMG Family Office reports 77 clients. They include 42 individual clients and 35 high-net-worth individuals. Of its assets, 89.5% ($129M across 287 accounts) are managed with discretion; $15.2M across 9 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 55% | 8% |
| High-net-worth individuals | 45% | 92% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 42 | $11.9M | 8.3% | $283K |
| High-net-worth individuals | 35 | $132M | 91.7% | $3.77M |
| Total | 77 | $144M | 100% | $1.87M |
- Clients
- 42
- Regulatory AUM
- $11.9M
- AUM share
- 8.3%
- Avg. per client
- $283K
- Clients
- 35
- Regulatory AUM
- $132M
- AUM share
- 91.7%
- Avg. per client
- $3.77M
Total
- Clients
- 77
- Regulatory AUM
- $144M
- AUM share
- 100%
- Avg. per client
- $1.87M
- 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
- 51–100
PMG Family Office charges up to 1.25% a year for its Comprehensive Portfolio Management. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Financial planning and consulting are billed hourly at no more than $150 an hour, or as a flat fee of no more than $25,000.
PMG Family Assets, LLC owns 75% or more of PMG Family Office. William Blake is CEO. It has 2 employees.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 75% or more of PMG Family Office, LLC
PMG Family Assets, LLC
Control person · since January 2021
William Blake
Managing member · Control person · since January 2021
Shirley Poska
Passive member · since January 2021
Bruce Quinnell
Passive member · since January 2021
Ivan Rovner
Passive member · since January 2021
Vicki Blake
Passive member · since January 2025
PMG Family Office’s regulatory assets grew from $122M (February 2025) to $144M (June 2026); clients rose from 65 to 77 and employees from 1 to 2.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jun 2026June 2026 | $144M | 77 | 2 | 1 |
| Feb 2025February 2025 | $122M | 65 | 1 | 1 |
Besides its headquarters, PMG Family Office has 0 offices, with 1 listed address in 1 state.
Texas · 1 listed address
- 5700 West Plano Pkwy, Suite 2600, PlanoHQ
Contact and registration details
- Legal name
- PMG Family Office, LLC
- Headquarters
- 5700 West Plano Pkwy, Suite 2600, Plano, TX 75093
- Website
- pmgfamilyoffice.com
- Phone
- 214-550-8790
- SEC file
- 801-130947
- Structure
- Delaware LLC
- Fiscal year end
- December
PMG Family Office’s named custodian for separately managed accounts is Charles Schwab ($144M). PMG Family Office does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $144M100%
At year end, PMG Family Office’s separately managed accounts were mostly in funds (62%) and stocks (23%). Its reported 13F holdings for the quarter ended 30 June 2026 total $109M across 114 positions; the largest are Columbia Seligm Prem Tech GR (3.8%), Calamos Strategic Total Retu (3.1%) and Blackrock Science & Technolo (3.0%).
What the accounts hold
- Stocks23%
- Funds62%
- Bonds3%
- State and local bonds2%
- Investment grade corporate bonds1%
- Cash12%
How many clients does PMG Family Office have?
PMG Family Office has 77 clients and manages $144 million for them, as of June 2026. They include 42 individual clients and 35 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 5 June 2026
What services does PMG Family Office offer?
PMG Family Office provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does PMG Family Office charge?
PMG Family Office charges up to 1.25% a year for its Comprehensive Portfolio Management. The fee is billed in arrears and is negotiable.
Which custodians does PMG Family Office use?
PMG Family Office’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $144M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 5 June 2026
How many financial advisors does PMG Family Office have?
PMG Family Office has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or 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 PMG Family Office invest in?
At the end of its last fiscal year, PMG Family Office’s separately managed accounts held 62% registered funds (mutual funds, ETFs, BDCs), 23% exchange-traded equities, 12% cash and equivalents, 2% state and local bonds and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns PMG Family Office?
PMG Family Office’s direct owner is PMG Family Assets, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 5 June 2026
How does PMG Family Office get paid?
PMG Family Office 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 PMG Family Office?
PMG Family Office’s main office is at 5700 West Plano Pkwy, Suite 2600, Plano, TX 75093. Its phone number is 214-550-8790. Its website is pmgfamilyoffice.com.