Private Client Advisor Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Private Client Advisor Group provides investment advisory services to individuals, families, businesses and retirement plans, offering ongoing discretionary portfolio management, project-based financial planning and retirement-plan setup and administrative services. The firm reports managing about $110 million for roughly 190 client relationships and typically bills for investment management on an assets‑under‑management basis while quoting fixed or hourly fees for planning engagements.
The firm’s investment process is grounded in modern portfolio theory and seeks globally diversified portfolios implemented primarily with mutual funds and exchange‑traded funds, using fundamental security analysis alongside market‑trend and economic‑cycle considerations. Portfolios are generally managed on a discretionary basis with client risk profiles documented and periodic account reviews performed to monitor allocation and performance; the firm may also employ individual equities, fixed income, options, margin and short‑term trading where appropriate.
Distinctive features include the firm’s recent conversion to an SEC‑registered RIA after its earlier formation, and a multi‑adviser team in which several registered representatives maintain separate insurance practices, one advisor holds an active CPA credential and another originates mortgage loans; some team members operate under separate business names. The brochure discloses these additional business activities and related compensation streams as potential conflicts, and the firm also notes it does not offer wrap programs or performance‑based fees and relies on custodians that provide institutional services and ancillary benefits to the adviser.
Client services
Expertise
Fee options
Project oriented financial planning services up to $1,000 or higher for complex engagements; retirement plan services fixed fees generally not to exceed $10,000
Up to 2% annually (annual flat rate, negotiable)
Up to $200 per hour for financial planning engagements
Account minimum: $100,000 Minimum fee: Retirement plan services minimum annual fee of $1,000 per plan Fee-only: Project oriented financial planning fees charged as fixed fees up to $1,000 or hourly fees up to $200 per hour
Main office
See office901 SW Martin Downs Blvd., Suite 200 D
Palm City FL 34990
Advisors at this office
1
Offices (5)
Overland Park, KS Corporate Woods
40 Corporate Woods 9401 Indian Creek Pkwy Ste 680, Overland Park, KS 66210
2 advisors
Alpine, UT
Alpine, UT
1 advisor
Henryetta, OK
523 W. Main Street, Henryetta, OK 74437
1 advisor
Lenexa, KS
Lenexa, KS
1 advisor
Palm City, FL
901 SW Martin Downs Blvd., Suite 200 D, Palm City, FL 34990
1 advisor
Most active in
Florida · Kansas · Missouri · Nebraska · New York · Oklahoma · Texas · Utah
Also doing business as
Adb Financial · Omada Financial · Private Client Advisor Group, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Mark S
Series 63, Series 66
Palm City, FL
Private Client Advisor Group, LLC
Mark Stratton is a financial advisor with Private Client Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior roles include positions at Owlfi Ria, LLC, Motiv8 Investments LLC, and LPL Financial. In addition to his advisory work, he operates as an independent insurance agent. Private Client Advisor Group provides investment advisory services to individuals, families, businesses, and retirement plans, focusing on discretionary portfolio management and financial planning. The firm employs a globally diversified investment approach based on modern portfolio theory, utilizing mutual funds, ETFs, and other securities with regular portfolio reviews and risk profiling.
David B
Series 66
Lenexa, KS
Private Client Advisor Group, LLC
David Bush is a financial advisor with Private Client Advisor Group, LLC and holds a Series 66 designation. He has 17 years of industry experience, including roles at Owlfi Ria, LLC, Motiv8 Investments LLC, Allos Investment Advisors, LLC, and Searcy Financial Services, Inc. He is also licensed as an insurance agent. Private Client Advisor Group provides investment advisory services to individuals, families, businesses, and retirement plans, managing approximately $110 million across 190 client relationships. The firm employs a globally diversified investment approach grounded in modern portfolio theory and offers discretionary portfolio management alongside financial planning and retirement plan services.
Brennen N
Series 63, Series 65
Overland Park, KS
Private Client Advisor Group, LLC
Brennen Newton is a financial advisor with Private Client Advisor Group, LLC, holding Series 63 and Series 65 licenses and having 11 years of industry experience. His prior roles include positions at OWLFI, LLC, Woodbury Financial Services INC, Omada Financial, Princor Financial Services Corporation, and Principal Life Insurance Company. Outside of advising, he is a partner in a clothing resale business and a general business consulting firm, and operates a separate insurance business. Private Client Advisor Group provides investment advisory services to individuals, families, businesses, and retirement plans, managing approximately $110 million across 190 client relationships. The firm employs a modern portfolio theory approach, utilizing diversified portfolios primarily composed of mutual funds and ETFs, with discretionary management tailored to client risk profiles.
Scott R
Series 63, Series 65
Alpine, UT
Private Client Advisor Group, LLC
Scott Ross is a financial advisor with Private Client Advisor Group, LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at OWLFI, Kingswood Wealth Advisors, and International Assets Investment Management. Outside of his advisory work, Ross is also active as a loan officer and life insurance agent with Security National Mortgage Company. Private Client Advisor Group provides investment advisory services to individuals, families, businesses, and retirement plans, managing approximately $110 million across 190 client relationships. The firm employs a globally diversified investment approach based on modern portfolio theory and fundamental analysis, offering discretionary portfolio management alongside financial planning and retirement-plan services.
Bryan N
Series 63, Series 65
Overland Park, KS
Private Client Advisor Group, LLC
Bryan Newton is a financial advisor at Private Client Advisor Group, LLC with 10 years of industry experience. His prior roles include positions at OWLFI and Woodbury Financial Services. Outside of advising, he owns BSN BRIONI LLC, a business that consigns used menswear for sale on eBay. Private Client Advisor Group serves individuals, families, businesses, and retirement plans with discretionary portfolio management and financial planning. The firm employs a globally diversified investment approach based on modern portfolio theory, utilizing mutual funds, ETFs, and other securities tailored to client risk profiles.
Dirk P
Series 65
Henryetta, OK
Private Client Advisor Group, LLC
Dirk Palmer is a financial advisor with Private Client Advisor Group, LLC, holding a Series 65 credential and five years of industry experience. He has worked at Private Client Advisor Group since 2024 and has prior experience at OWLFI and Motiv8 Investments LLC. Outside of advising, Palmer manages a public accounting firm and owns a cattle ranch. Private Client Advisor Group provides investment advisory services to individuals, families, businesses, and retirement plans, utilizing a globally diversified investment approach based on modern portfolio theory. The firm offers discretionary portfolio management and financial planning, managing approximately $110 million across about 190 client relationships.
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