Private Counsel Group, LTD.: new SEC registration, $116M AUM, Indianapolis, IN
Private Counsel Group, LTD. (Indianapolis, Indiana): new SEC registration, $116M AUM, Indianapolis, IN. Its amount of 116 is below the median of 134 (33rd percentile). Dated 223 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 116 · 33th percentile of 1,149 NewRiaPulse records · 0.9x the median
Free preview: all 11 published fields of this record are shown below. Locked: 10 related IN NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Private Counsel Group, LTD. |
| Legal name | Private Counsel Group, LTD. |
| CRD | 300083 |
| Status | Approved |
| Registered with the SEC | 2026-03-27 |
| Latest Form ADV filing | 2026-02-25 |
| Location | Indianapolis, IN, United States |
| Regulatory AUM | $116,007,039 |
| Accounts | 153 |
| Employees | 2 |
| Website | https://www.linkedin.com/in/anthony-larosa- |
| amount percentile | 33th of 1,149 (median 134, 0.9x median) |
| Peer records CSV (11 IN records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-03-27
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (IN first): Mosaic Wealth Management LLC · Ambrose Capital Advisors, LLC · Nearside Advisors, LLC · Titan Investment Management LLC · Genesis Advisors, LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Private Counsel Group, LTD. and 11 Indiana peers
- Indiana NewRiaPulse records like this one: 11
- Private Counsel Group, LTD.'s amount: 33rd percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Indiana peer: $2,200 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $116M under management.
- Website on file.
What is the NewRiaPulse record for Private Counsel Group, LTD. in Indianapolis, Indiana?
Private Counsel Group, LTD. received SEC registration as an investment adviser (2026-03-27) with $116,007,039 in regulatory assets under management, based in Indianapolis, IN.
How does Private Counsel Group, LTD. compare to other Indiana NewRiaPulse records?
Its amount of 116 is below the median (33th percentile); smaller records often move faster and face less competition. It is 223 days old; check the official source for later updates before acting.
Private Counsel Group, LTD. vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Private Counsel Group, LTD. | Indianapolis, IN | 116 | 33rd | 2026-03-27 |
| Knecht Capital Management, LLC | 116 | 33rd | 2026-09-23 | |
| Crosspoint Capital Management | Orinda, CA | 117 | 34th | 2026-09-22 |
| Leonard Advisory Group LLC | Saint Joseph, MI | 114 | 30th | 2026-09-16 |
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NewRiaPulse: $100M-$500M NewRiaPulse: records in Indiana NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.