SourcingSourcing

PCG WEALTH ADVISORS, LLC

C45
CRD 290977·SEC 801-112183·OVERLAND PARK, KS
AUM
$931.1M
$500M-$1B
Est. Revenue
$9.3M
@ 1% on AUM
Est. EBITDA
$2.8M
@ 30% margin
Est. Deal Value
$22.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PCG WEALTH ADVISORS, LLC
CRD
290977
SEC file #
801-112183
EIN
384052817
DBA names
Pcg Wealth Management

Economics

AUM
$931.1M
AUM band
$500M-$1B
AUM trajectory
'20'26
$233.0M → $931.1M▲ +300%
Client mix
Individuals Other1,586
Individuals High Net Worth233
Pension Profit Sharing Plans124
Charitable Organizations8
Other5

Operations

Employees (total)
24
Advisory staff (per ADV)
24
Advisory staff (5-yr trend)
'20'26
10 advisors → 24 advisors▲ +140%
Primary office
OVERLAND PARK KS
Branches
—

Custodian & Brokerage

Primary custodian
LPL Financiallow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
02/18/2026
ADV-W filed at
—
Website
pcgstrategies.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
KURTH, CRAIG, JOSEPH
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
KURTH, CRAIG, JOSEPH
KURTH, ALEXANDRA, KILEY
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
PCGSTRATEGIES.COM
Rdap Domain Creation Date
2012-05-02T19:29:39Z
Rdap Firm Age Years
14
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001905393
Edgar Registered
Yes
Edgar Filing Count
20
Edgar First Filing Date
2022-02-10
Edgar Last Filing Date
2026-04-28
Edgar 13f Count
18
Edgar 13f Latest AUM Estimate
Filing Date2026-04-28
Accession0001905393-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
18
Bc Firm Active IA Count
18
Bc Firm IAR Count
18
Custodian Candidates
Full
Lpl Financial7
E*trade4
Edgar Addresses
Mailing
5700 W 112TH STSTE 120OVERLAND PARK, KS 66211
Business
5700 W 112TH STSTE 120OVERLAND PARK, KS 66211
Edgar EIN
384052817
Edgar Recent Filings
13F-HR2026-04-28 · 0001905393-26-000002
13F-HR2026-02-05 · 0001905393-26-000001
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-05-02T19:29:39Z
Rdap Domain Last Changed
2026-05-03T14:17:52Z
Rdap Nameservers
Ns45.domaincontrol.comNs46.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
1243190
Trust Company Affiliate
No

People (18)

18
KURTH, CRAIG, JOSEPH
IAR · Direct Owner · 62.5%
1243190
KURTH, ALEXANDRA, KILEY
IAR · Direct Owner · 37.5%
5375525
JOHN JOSEPH SKOWRONSKI
IAR
4130860
JONATHAN DAVID LALL
IAR
4504059
JAMES MICHAEL SCHANK
IAR
5414518
DOUGLAS ALAN DAVIS
IAR
5673747
SCOTT ANDRAIUS MUSS
IAR
2725181
LISA FAYE LEISURE
IAR
2010276
MICHAEL PATRICK PETROSKY
IAR
5136795
MICHAEL KEVIN GARDEN
IAR
6604146
HERMAN EDVIN LALL
IAR
2706448
CHRISTOPHER RAYMOND WADE
IAR
2049695
Robert Charles Wright
IAR
2570342
MICHAEL EDWARD JOHNSON
IAR
7843454
BRADLEY SHELDON MORRIS
IAR
4515804
RICHARD KENT JOHNSON
IAR
2848793
William James Hudnall
IAR
7572234
ANDREW ROSS WARNER
IAR
5912096