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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Capital pioneer
- Established Date
- 12-15-2017
- Office Locations
- 7
Office Locations
About PCG Wealth Management
PCG Wealth Management (PCG Strategies) is an advisor-built, team-based wealth management firm focused on comprehensive financial planning and giving clients portfolio options. The firm provides investment planning and ongoing asset management, often using ETFs and public funds within risk-managed allocations. It serves individuals and business owners/entrepreneurs and operates on the LPL Financial platform, with a model designed to support independent advisors with shared resources.
Team overview
Insights
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
CRAIG JOSEPH KURTH
Chief Compliance Officer, Chief Executive Officer, Managing Member
- CRD
- #1243190
- Ownership
- 50% but less than 75%
ALEXANDRA KILEY KURTH GARDEN
Managing Member, President
- CRD
- #5375525
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
Unlock allContacts
DOUGLAS ALAN DAVIS
Financial Advisor
- CRD
- #5673747
MICHAEL KEVIN GARDEN
--
- CRD
- #6604146
Fusion pioneer
Harbor catalyst vector
- CRD
- #23837
Showing 2 of 18 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $896,051,908 | $195,389 |
| Non-Discretionary | $35,075,376 | $282,866 |
| Total | $931,127,284 | $197,692 |
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Separately Managed Accounts
Total SMA Asset: $931,127,284
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,714,583,770 | 30.2% |
| Cash | $987,872,768 | 17.4% |
| Other | $1,640,777,184 | 28.9% |
| Equity - Exchange | $1,334,195,979 | 23.5% |
| Total | $5,677,429,701 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PEAK SIGNAL | HARBOR PRIME | MXCUKTVFR | QCZST | 1.51% | $24,554,850 |
| SIGNAL ATLAS | PRIME EAGLE | 0GLD8P8GO | RWOV | 1.86% | $106,385,010 |
| RIDGE ATLAS QUANTUM | FUSION VECTOR | NXB0ZKJZL | UCBN | 12.31% | $21,830,141 |
| MATRIX EAGLE WAVE | OAK PATHWAY | 3SFXEJEQN | OMU | 11.95% | $82,164,794 |
| MERIDIAN INSIGHT WAVE | MERIDIAN QUANTUM | C5P7OUNEB | ECVH | 4.78% | $87,867,755 |
| NORTH FOCUS OAK | OAK EMBER | 8V72D49T7 | QYXK | 8.74% | $87,914,392 |
| ZENITH FOCUS BEACON | UNISON OAK | CIID8DQ9W | VPC | 11.96% | $43,198,767 |
| INSIGHT CAPITAL | MATRIX MATRIX | XKQKTXPXU | CNPI | 2.09% | $67,060,404 |