Private Client Services, LLC
Private Client Services, LLC is an independently owned, full-service Broker/Dealer and SEC-registered investment advisor headquartered in Louisville, Kentucky. Founded in 2001, the firm serves individual investors—including both high net worth and non-high net worth clients—as well as select retirement plans and businesses. With approximately 60 employees, PCS operates a national network of independent financial advisors, offering a full range of financial planning, consulting, and investment advisory services. The firm prides itself on being RIA-friendly and supporting the growth of independent advisors.
Investment Strategy
Private Client Services, LLC emphasizes individualized financial planning and investment advisory services tailored to client needs. The firm offers both discretionary and non-discretionary portfolio management, with an investment approach that integrates stocks, bonds, mutual funds, annuities, and other products. PCS works with a variety of custodians and institutes minimum account thresholds, focusing on long-term client relationships and comprehensive wealth management solutions. Their strategic philosophy centers on supporting independent advisors and helping clients meet their financial goals through customized asset allocation and investment advice.
Top Holdings
Equity Positions (196)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 10.38% | $31.0M | 46,357 | $580.86 | $669.30 | +$8.8M |
I IEFA | ISHARES TR | 5.39% | $16.1M | 184,405 | $80.18 | $87.31 | +$5.9M |
S SPY | SPDR S&P 500 ETF TR | 3.70% | $11.1M | 16,602 | $560.19 | $666.18 | +$3.4M |
V VWO | VANGUARD INTL EQUITY INDEX F | 2.92% | $8.7M | 161,078 | $47.91 | $54.18 | +$3.3M |
O OEF | ISHARES TR | 2.80% | $8.4M | 25,148 | $233.27 | $332.84 | +$554.0K |