Louisville, KY Office
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PCG Wealth Management
Team
Firm-wide stats for PCG Wealth Management
About
PCG Wealth Advisors (doing business as PCG Wealth Management, WealthSprings, and Limestone Wealth Management) serves individuals (including high‑net‑worth clients), charitable organizations, corporations and retirement plans, managing approximately $931 million for about 1,800 clients with a team of 18 advisors. Its services include discretionary and non‑discretionary portfolio management, financial planning, and retirement plan consulting.
The firm emphasizes customized, primarily long‑term portfolios constructed from low‑cost mutual funds and ETFs but also uses individual stocks, bonds, pooled investments, structured products and options as appropriate; accounts are monitored continuously and may be rebalanced or traded for tax‑loss harvesting, risk management, or to meet client objectives. PCG offers both wrap and non‑wrap account structures through its Strategic Wealth Management program and implements agreed‑upon discretionary authority for portfolio management and model portfolios.
Distinctive aspects disclosed in the brochure include acting as sponsor and portfolio manager of its own wrap‑fee program, a broad retirement‑plan practice that provides ERISA 3(21) non‑discretionary and 3(38) discretionary services plus participant‑level advice and model management, and related business activities such as dual registration with LPL, insurance sales, and affiliated TPA services via RKJ & Associates. The firm also documents practices around mutual‑fund share‑class selection to manage overall fee structures and the potential conflicts tied to custodial transition assistance and commission‑based activities.
Based on PCG Wealth Management
Expertise
Based on PCG Wealth Management
Location
3832 Taylorsville Road Suite 1
Louisville KY 40220
Advisors at this office
4
Advisors at this office
Douglas D
CFP®, Series 66
Louisville, KY
PCG Wealth Management
Douglas Davis is a CFP® professional with 16 years of experience in the financial services industry. He is currently with PCG Wealth Management and has previously worked at LPL Financial and Waddell & Reed, among others. Davis also operates a separate business entity for tax and investment purposes. PCG Wealth Management serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes a long-term, customized investment approach using diversified mutual funds and ETFs, with capabilities in retirement-plan fiduciary services that differentiate it from many peers.
Scott M
Series 63, Series 65
Louisville, KY
PCG Wealth Management
Scott Muss is a financial advisor with PCG Wealth Management in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at Waddell & Reed, Inc. for 22 years and LPL Financial for eight years. He provides investment advisory services through PCG Wealth Advisors, LLC, operating under the Limestone Wealth Management name. PCG Wealth Management serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs a long-term, customized investment approach using low-cost, diversified mutual funds and ETFs, with flexibility to include other securities, and has a notable focus on retirement-plan fiduciary services.
Lisa L
Series 63, Series 65
Louisville, KY
PCG Wealth Management
Lisa Leisure is a financial advisor with PCG Wealth Management in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She previously worked at J.J.B. Hilliard, W.L. Lyons, Inc. for 19 years and has been with PCG Wealth Advisors since 2021. Outside of her advisory role, she serves as a trustee in a fiduciary capacity. PCG Wealth Management provides investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm employs a primarily long-term, customized investment approach using low-cost diversified funds and offers specialized retirement-plan fiduciary services.
Michael P
Series 66
Louisville, KY
PCG Wealth Management
Michael Petrosky is a financial advisor with PCG Wealth Management in Louisville, KY, holding a Series 66 designation and 19 years of industry experience. His career includes roles at LPL Financial, Waddell & Reed, and various insurance agencies. Outside of advisory work, he is involved with Petrosky Apartments LLC, a business he has operated since 2015. PCG Wealth Management serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans by offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs a primarily long-term, customized investment approach using diversified mutual funds and ETFs, while also providing specialized retirement-plan fiduciary services.
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