PC
Preservation Capital Group Llc
State-registered
Wealth Manager · Boutique (under $100M)
CRD 154462
·
☆ Save with Pro
ADV data as of Sep 19, 2026
- Regulatory AUM
- $99.9M
- Discretionary
- $99.9M
- Clients
- 47
- Avg AUM / client
- $2.1M
- Accounts
- 47
- Employees
- 1
AUM over time
$99.9M
$99.9M
Feb 11, 2026
Sep 19, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Sep 19, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 42 | $70.2M | 70.3% |
| Charitable organizations | 1 | $19.2M | 19.2% |
| Corporations and other businesses | 4 | $10.5M | 10.5% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Joseph Sauickie | Registered representative | Oct 2025 (1y) |
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) | 02/11/2026 | 1.11 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
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: Sep 19, 2026.
View current Form ADV (SEC/IAPD) ↗