Pvg Asset Management Corp
- Regulatory AUM
- $625M
- Discretionary
- $513M
- Clients
- 240
- Avg AUM / client
- $2.6M
- Accounts
- 746
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 04, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 177 | $55.5M | 8.88% |
| High net worth individuals | 45 | $129M | 20.6% |
| Pension and profit sharing plans | 4 | $2.9M | 0.47% |
| Charitable organizations | 2 | $8.6M | 1.37% |
| State or municipal government entities | 1 | $514K | 0.08% |
| Other investment advisers | 6 | $428M | 68.5% |
| Corporations and other businesses | 5 | $570K | 0.09% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Patrick S Adams | Chief Executive Officer | Jan 2009 (18y) | 75% or more | |
| Santiago Jose Arbelaez | Registered representative | Oct 2024 (2y) | ||
| Donald Melvin Benson | Registered representative | CFP | Nov 2024 (2y) | |
| Bruce Cameron Amman | Registered representative | Jan 2025 (2y) | ||
| Joseph Nicholas Pecoraro | Registered representative | CFA | Jan 2025 (2y) | |
| Gregory Cornell Bowden | Registered representative | Jan 2025 (2y) | ||
| Zolly Cornell Bowden | Registered representative | Mar 2026 (0y) | ||
| Todd Allen Hendrex | Registered representative | Apr 2026 (0y) | ||
| Eric Steven Tesler | Registered representative | May 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/06/2026 | 1.1 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 04, 2026.
View current Form ADV (SEC/IAPD) ↗