{"url":"https://nivawealth.com/firms/your-private-client-group-292621","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/292621","regulatoryAum":236702434,"crd":"292621","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6745231","suffix":null,"lastName":"D'AGOSTINO","firstName":"MATTHEW","middleName":"EVAN"},{"crd":"2189577","suffix":null,"lastName":"DAGOSTINO","firstName":"TODD","middleName":"PHILIP"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-01-13","regulatoryAum":502931651,"clients":706,"employees":2,"offices":2},{"filedOn":"2022-04-12","regulatoryAum":554345998,"clients":701,"employees":2,"offices":2},{"filedOn":"2023-05-30","regulatoryAum":225077338,"clients":301,"employees":1,"offices":1},{"filedOn":"2024-07-11","regulatoryAum":229022721,"clients":244,"employees":2,"offices":1},{"filedOn":"2025-07-30","regulatoryAum":228629398,"clients":247,"employees":2,"offices":1},{"filedOn":"2026-07-02","regulatoryAum":236702434,"clients":230,"employees":2,"offices":1}],"secFileNumber":"801-112586","legalName":"Your Private Client Group, Inc.","displayName":"Your Private Client Group","slug":"your-private-client-group-292621","website":"https://yourpcg.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":"2018","organization":"California corporation","fiscalYearEnd":"December","headquarters":{"street":"","city":"","state":"","stateName":"","country":"","postalCode":null},"tradeNames":[],"registration":{"secApproved":"13 March 2018","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1010401.6311111111,"staff":{"employees":2,"advisory":2,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":236702434,"discretionary":236702434,"discretionaryAccounts":400,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":162,"regulatoryAum":39410007},{"label":"High-net-worth individuals","clients":63,"regulatoryAum":187930360},{"label":"Pension and profit-sharing plans","clients":5,"regulatoryAum":9362067}],"feePrograms":[],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T15:59:35.622838+00:00","documents":[{"name":"ADV PART 2A-YOUR PRIVATE CLIENT GROUP, INC.","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1001325","versionId":1001325,"submittedOn":"2026-01-12"}]},"custodians":[{"name":"Assetmark Trust Company","shortName":"Assetmark Trust","location":"Phoenix, AZ","smaAssets":232680825}],"custodyNote":"Your Private Client Group does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Matthew D'Agostino","title":"Vice President","crd":"6745231"},{"name":"Todd Dagostino","title":"Chief Compliance Officer & Chief Financial Officer","crd":"2189577"}],"ownership":[{"label":"Todd Dagostino","detail":"Chief compliance officer & chief financial officer in the 50% to 75% ownership band and a control person, since February 2018."},{"label":"Matthew D'Agostino","detail":"Vice president in the 25% to 50% ownership band and a control person, since October 2024."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"800-346-0138","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Portfolio management for individuals and/or small businesses","Selection of other advisers (including private fund managers)"],"financialPlanningClients":null,"assetMix":[{"label":"Securities issued by registered investment companies or business development companies","percent":98},{"label":"Cash and cash equivalents","percent":2}],"privateFunds":0},"sources":{"adv1FilingDate":"2 July 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/292621/PDF/292621.pdf","brochureDate":"12 January 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1001325","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Your Private Client Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Your Private Client Group offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Your Private Client Group use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Your Private Client Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Your Private Client Group invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Your Private Client Group?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Your Private Client Group get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Your Private Client Group?","answer":"Its phone number is 800-346-0138. Its website is yourpcg.com.","source":"Form ADV Part 1A, Item 1.F, filed 2 July 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}