SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Private Financial Counseling
Los Angeles, CA
PFC Capital Group Inc, CRD 110648
Firm filing updated October 28, 2025 ·
- $262.5MAssets
- 254Clients
- 3Advisory staff
- 382Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals181
- High net worth individuals55
- Corporations or other businesses12
- Charities3
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 181 | $40.3 million |
| High net worth individuals | 55 | $216.6 million |
| Charitable organizations | 3 | $751,799 |
| Corporations or other businesses not listed above | 12 | $305,663 |
| Other: "FAMILY PARTNERSHIPS" | 3 | $4.5 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Assets and accounts
- Regulatory assets$262.5 million
- Accounts382
- DiscretionaryAll accounts
People
- Employees10
- Advisory staff3
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients1 to 10
Advisors
1 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: PFC Capital Group Inc SEC-registered investment advisor. CRD 110648, SEC file 801-26253.
- Registered with the SEC as an investment advisor (status date on record: February 6, 1986).
Is Private Financial Counseling a fiduciary?
Short answer: Private Financial Counseling is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.