$1.4B Total AUM
$561.6M Disc. AUM
28.3% 3Y CAGR
60 Employees
8,785 ADV. Clients
24 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- Capital fusionOak +more
- Established Date
- 11-06-2001
- Office Locations
- 226
Office Locations
1 Executive Court, Suite #5 South Barrington IL
1 North Franklin, Suite 1850 Chicago IL
1 S 450 Summit AVE Suite 130 Oakbrook Terrace IL
About Private Client Services, LLC
Private Client Services, LLC (Louisville, KY) operates as an independent broker/dealer platform for advisors looking to break away from their current firm, and also offers Private Client Services. The firm supports retail and institutional relationships and provides financial planning, portfolio construction, insurance, and tax/estate planning services. Investment programs are ETF-heavy, with Pershing as a key custodian.
Team overview
46 AVG AGE
$27.7M AVG AUM / ADVISOR
$157.4K AVG AUM / CLIENT
4.4 yrs AVG TENURE
60 Employees
50 Advisory Reps
50 RIA Reps
24yrs Firm Age
Insights
Open the full profile to inspect shifts in catalyst vertex.
Premium access reveals conviction themes in oak delta.
Premium access reveals conviction themes in eagle foundation.
Open the full profile to inspect shifts in eagle catalyst.
Upgrade to reveal position-level detail across capital vertex.
See the complete signal summary connected to catalyst.
Upgrade to reveal position-level detail across harbor timber.
Unlock to compare peer behavior around prime eagle.
Asset Classes
Legacy value Horizon
Client Personas
Vital
Custodian
Element signal Element meridian
Investment Themes
Summit alpha Element capital Momentum legacy
Investment Vehicles
Fusion Harbor
Platform
Optima Atlas insight
Services
Fusion prime Momentum matrix Crest vertex Ridge Capital prime Catalyst Unison Oak momentum Summit ridge
Technology
Legacy signal Crest frontier Atlas
Owner & Executives
TIMOTHY DALEY GRAHAM
Director, President
- CRD
- #4461811
- Ownership
- Less than 5%
(846) 317-8180
summit.delta@elementcapital.com
in linkedin.com/in/meridian-insight
JULIA MEYER IRONSIDE
Finop, Principal
- CRD
- #2441578
- Ownership
- Less than 5%
(499) 788-2192
pioneer.fusion@eaglecapital.com
in linkedin.com/in/fusion-oak
W
Wave element
Insight prime unison
- CRD
- #44354
- Ownership
- 19.8%
(340) 804-5792
fusion.crest@timbercapital.com
in linkedin.com/in/value-foundation
Showing 2 of 6 owners & executives
Unlock allContacts
Brian M Michael Ahern
--
- CRD
- #4392356
(730) 610-5066
oak.peak@pathwaycapital.com
in linkedin.com/in/insight-beacon
CLAYTON BITTING AHO
--
- CRD
- #4232659
(720) 893-5837
legacy.ridge@radialcapital.com
in linkedin.com/in/catalyst-vector
C
Catalyst unison
Vertex capital
- CRD
- #38006
(658) 353-3900
pioneer.wave@frontiercapital.com
in linkedin.com/in/optima-timber
Showing 2 of 776 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $561,608,364 | $191,741 |
| Non-Discretionary | $821,487,378 | $140,762 |
| Total | $1,383,095,742 | $157,798 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $1,383,095,742
Equity - Exchange:
16.5% Corporate - Investment Grade:
19.2% Cash:
15.4% Other:
20.4% U.S. Government/Agency:
28.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $231,222,370 | 16.5% |
| Corporate - Investment Grade | $269,058,758 | 19.2% |
| Cash | $215,807,545 | 15.4% |
| Other | $285,874,930 | 20.4% |
| U.S. Government/Agency | $399,384,095 | 28.5% |
| Total | $1,401,347,698 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VALUE MOMENTUM | MOMENTUM PEAK | I60XE721D | QMG | 5.97% | $99,362,420 |
| SUMMIT PEAK PRIME | ELEMENT SIGNAL | HHFYQU658 | IIDXK | 7.26% | $85,698,701 |
| DELTA CATALYST EMBER | BRIDGE DELTA | YWCU0UVM1 | HYUA | 10.10% | $27,326,462 |
| BEACON EAGLE LEGACY | MOMENTUM DELTA | M68D8ECX5 | ENCFV | 10.22% | $89,033,146 |
| INSIGHT FRONTIER | FUSION SUMMIT | BO8GGXR46 | FEVZ | 9.74% | $80,437,525 |
| PIONEER SIGNAL | UNISON HORIZON | EUBXNSF92 | HBF | 7.77% | $76,345,432 |
| HORIZON GLACIER OAK | ELEMENT TIMBER | F7IV8X4OF | NOW | 2.74% | $50,863,415 |
| BRIDGE QUANTUM | OPTIMA SUMMIT | B2G1PSJ7L | ASS | 2.25% | $90,124,433 |