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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Frontier capital
- Established Date
- 08-21-2018
- Office Locations
- 7
Office Locations
About PGI Wealth Management
PGI Wealth Management advises individuals, families, business owners and institutions with integrated financial planning, retirement planning, estate/legacy and insurance planning, and ongoing investment management. The team also supports employer needs like retirement plans, group benefits, and exit/succession strategies. Investment exposure is heavily ETF-based, with primary custody at Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
NICHOLAS WARD MCELROY
Chief Compliance Officer, Managing Member, MANAGING PRINCIPAL, President
- CRD
- #6206273
- Ownership
- 25% but less than 50%
TODD WILLIAM MCELROY
Investment Advisor, Managing Member
- CRD
- #2349451
- Ownership
- 25% but less than 50%
Horizon insight
Meridian matrix pathway
- CRD
- #60291
- Ownership
- 29.3%
Showing 2 of 5 owners & executives
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CYNTHIA LYNN HUNT
Investment Advisor
- CRD
- #4632638
DAVID GREGORY PARKINSON
Financial Advisor
- CRD
- #2307888
Focus meridian
Fusion crest insight
- CRD
- #23620
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $926,088,396 | $760,335 |
| Non-Discretionary | $4,536,789 | $266,870 |
| Total | $930,625,185 | $753,543 |
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Separately Managed Accounts
Total SMA Asset: $930,625,185
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,601,871,196 | 22.0% |
| Public Funds | $698,998,340 | 9.6% |
| Derivatives | $1,383,434,215 | 19.0% |
| Cash | $2,104,276,253 | 28.9% |
| Corporate - Investment Grade | $1,128,591,070 | 15.5% |
| Municipal Bonds | $364,061,634 | 5.0% |
| Total | $7,281,232,708 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CREST ATLAS | INSIGHT FOUNDATION | AC07RCL36 | FDPBE | 6.88% | $45,182,133 |
| MERIDIAN MOMENTUM | INSIGHT BRIDGE | I8VYJZENJ | WIPSQ | 2.22% | $83,395,685 |
| VERTEX QUANTUM BRIDGE | MATRIX SIGNAL | 6FLKO5VGL | RNMS | 11.35% | $73,065,005 |
| CAPITAL PIONEER | SIGNAL FOCUS | 7BSC2AV53 | XDRKG | 10.02% | $67,750,791 |
| CAPITAL MOMENTUM RADIAL | OAK EAGLE | 6AMH1YEGZ | XDIC | 3.14% | $38,641,653 |
| PIONEER NORTH | VITAL OPTIMA | 6XSZDCP3H | RWHHB | 1.41% | $43,371,240 |
| DELTA FRONTIER | CREST OAK | 4G72116TZ | LWA | 9.20% | $111,648,455 |
| ATLAS QUANTUM | MATRIX HORIZON | TJ6TNCGGJ | UDFWS | 1.37% | $83,859,898 |