Your Private Client Group provides portfolio management for individuals and small businesses and selecting other managers.
Your Private Client Group reports 230 clients. They include 162 individual clients, 63 high-net-worth individuals, and 5 pension and profit-sharing plans. Of its assets, 100.0% ($237M across 400 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 70% | 17% |
| High-net-worth individuals | 27% | 79% |
| Pension and profit-sharing plans | 2% | 4% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 162 | $39.4M | 16.6% | $243K |
| High-net-worth individuals | 63 | $188M | 79.4% | $2.98M |
| Pension and profit-sharing plans | 5 | $9.36M | 4.0% | $1.87M |
| Total | 230 | $237M | 100% | $1.03M |
- Clients
- 162
- Regulatory AUM
- $39.4M
- AUM share
- 16.6%
- Avg. per client
- $243K
- Clients
- 63
- Regulatory AUM
- $188M
- AUM share
- 79.4%
- Avg. per client
- $2.98M
- Clients
- 5
- Regulatory AUM
- $9.36M
- AUM share
- 4.0%
- Avg. per client
- $1.87M
Total
- Clients
- 230
- Regulatory AUM
- $237M
- AUM share
- 100%
- Avg. per client
- $1.03M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Your Private Client Group is paid through a percentage of assets under management. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Todd Dagostino owns 50% to 75% of Your Private Client Group. The leadership team of Your Private Client Group includes President Matthew D'Agostino and Chief Financial Officer Todd Dagostino. It has 2 employees.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 50% to 75% of Your Private Client Group, Inc.
Todd Dagostino
Control person · since February 2018
- Owns 25% to 50% of Your Private Client Group, Inc.
Matthew D'Agostino
Control person · since October 2024
Your Private Client Group’s regulatory assets fell from $503M (January 2021) to $237M (July 2026); clients fell from 706 to 230 and employees were 2 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jul 2026July 2026 | $237M | 230 | 2 | 1 |
| Jul 2025July 2025 | $229M | 247 | 2 | 1 |
| Jul 2024July 2024 | $229M | 244 | 2 | 1 |
| May 2023May 2023 | $225M | 301 | 1 | 1 |
| Apr 2022April 2022 | $554M | 701 | 2 | 2 |
| Jan 2021January 2021 | $503M | 706 | 2 | 2 |
Besides its headquarters, Your Private Client Group has 0 offices, with 1 listed address with no US state reported.
Contact and registration details
- Legal name
- Your Private Client Group, Inc.
- Headquarters
- Not reported
- Website
- yourpcg.com
- Phone
- 800-346-0138
- SEC file
- 801-112586
- Founded
- 2018
- Structure
- California corporation
- Fiscal year end
- December
Your Private Client Group’s named custodian for separately managed accounts is Assetmark Trust ($233M). Your Private Client Group does not have custody of client assets.
- Assetmark TrustAssetmark Trust Company · Phoenix, AZ · $233M100%
At year end, Your Private Client Group’s separately managed accounts were mostly in funds (98%).
What the accounts hold
- Funds98%
- Cash2%
How many clients does Your Private Client Group have?
Your Private Client Group has 230 clients and manages $237 million for them, as of July 2026. They include 162 individual clients, 63 high-net-worth individuals, and 5 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 2 July 2026
What services does Your Private Client Group offer?
Your Private Client Group provides portfolio management for individuals and small businesses and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Your Private Client Group use?
Your Private Client Group’s separately managed account assets are held at Assetmark Trust Company (Phoenix, AZ), with $233M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 2 July 2026
How many financial advisors does Your Private Client Group have?
Your Private Client Group 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 Your Private Client Group invest in?
At the end of its last fiscal year, Your Private Client Group’s separately managed accounts held 98% registered funds (mutual funds, ETFs, BDCs) and 2% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Your Private Client Group?
Your Private Client Group’s direct owners are Todd Dagostino (50% to 75%) and Matthew D'Agostino (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 2 July 2026
How does Your Private Client Group get paid?
Your Private Client Group is paid through a percentage of assets under management. 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 Your Private Client Group?
Its phone number is 800-346-0138. Its website is yourpcg.com.
