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PCG Asset Management, LLC
Private Client Group Asset Management, also known as PCG Asset Management, LLC, is a New Jersey-based registered investment adviser established in 2008. The firm is owned by David Chou and provides advisory services such as financial planning, selection of other advisers, and management of wrap fee programs to retail investors, primarily high net worth individuals. The current team is small, with 2–5 employees, and focuses on personalized investment solutions for its clients.
Investment Strategy
PCG Asset Management provides comprehensive financial planning and investment advisory services to individuals, especially high net worth clients. The firm offers services such as ongoing account monitoring, advice on a wide range of investment products, and discretionary selection and oversight of third-party managers. Its approach includes a holistic review of client financial needs and the tailoring of strategies through individualized financial planning, rather than offering proprietary investment products. The firm serves as sponsor and manager for wrap fee programs, with an emphasis on transparency, flexibility, and personalized service.
Latest 13F Filing Activity
PCG Asset Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 75 equity positions with a total 13F market value of $116M. The fund increased holdings in Invesco QQQ TR, SPDR S&P 500 Etf TR, Microsoft Corp. among other positions. PCG Asset Management, LLC reduced exposure to Apple Inc., Procter and Gamble Co., Unitedhealth Group Inc. among others.
Top Holdings
Equity Positions (75)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 16.88% | $19.6M | 31,784 | $586.08 | $617.85 | +$1.7M |
B BSV | VANGUARD BD INDEX FDS | 5.10% | $5.9M | 75,314 | $77.32 | $78.70 | -$75.9K |
B BIV | VANGUARD BD INDEX FDS | 4.37% | $5.1M | 65,745 | $74.80 | $77.34 | +$64.6K |
S SHY | ISHARES TR | 3.97% | $4.6M | 55,714 | $81.98 | $82.86 | -$206.4K |
S SGOV | ISHARES TR | 3.55% | $4.1M | 40,993 | $100.36 | $100.69 | +$273.4K |
Industry Allocation
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