Overview
Assets Under Management: $116 million
Headquarters: INDIANAPOLIS, IN
High-Net-Worth Clients: 32
Average Client Assets: $3 million
Frequently Asked Questions
PRIVATE COUNSEL GROUP, LTD. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #300083), PRIVATE COUNSEL GROUP, LTD. is subject to fiduciary duty under federal law.
PRIVATE COUNSEL GROUP, LTD. is headquartered in INDIANAPOLIS, IN.
PRIVATE COUNSEL GROUP, LTD. serves 32 high-net-worth clients according to their SEC filing dated February 25, 2026. View client details ↓
According to their SEC Form ADV, PRIVATE COUNSEL GROUP, LTD. offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
PRIVATE COUNSEL GROUP, LTD. manages $116 million in client assets according to their SEC filing dated February 25, 2026.
According to their SEC Form ADV, PRIVATE COUNSEL GROUP, LTD. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 32
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.58
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 153
Non-Discretionary Accounts: 153
Regulatory Filings
CRD Number: 300083
Filing ID: 2055770
Last Filing Date: 2026-02-25 21:17:40