Private Management Group Inc
- Regulatory AUM
- $4.9B
- Discretionary
- $4.9B
- Clients
- 3,594
- Avg AUM / client
- $1.4M
- Accounts
- 7,132
- Employees
- 21
AUM over time
Annual snapshots from Form ADV filings · as of Jul 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 2,410 | $625M | 12.8% |
| High net worth individuals | 974 | $3.9B | 80.0% |
| Pension and profit sharing plans | 125 | $216M | 4.4% |
| Charitable organizations | 47 | $56.2M | 1.15% |
| Corporations and other businesses | 38 | $85.3M | 1.74% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Mission Internal Medical Group Amended Profit Sharing 401(k) Plan Mission Internal Medical Group, Inc | 2024 | |
| Scpmg Keogh Plan Southern California Permanente Medical Group | 2024 | |
| Southwest Airlines Pilots Retirement Savings Plan Southwest Airlines Company | 2024 | |
| United Airlines Pilot Retirement Account Plan United Airlines, Inc. | 2024 |
People (28)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Dennis Allen Reiland | Co President | CFA | Dec 1986 (40y) | 50% – 75% |
| Robert Todd Summers | Co President | CFA | Jan 1992 (35y) | 25% – 50% |
| John Michael Luciano | Chief Financial Officer | CFA | Dec 1997 (29y) | Less than 5% |
| Jonathan Aaron Chin | Owner | CFA | Mar 2008 (18y) | Less than 5% |
| Diane Sing De La Cruz | Chief Compliance Officer | Sep 2017 (9y) | Less than 5% | |
| Stephen Lawrence Parker | Registered representative | Dec 1997 (29y) | ||
| Jeffrey Lewis Payne | Registered representative | Jun 2004 (22y) | ||
| Gregory Melvin Lopez | Registered representative | Oct 2013 (13y) | ||
| Sean Anthony Summers | Registered representative | CFA | Aug 2014 (12y) | |
| Kristin Marie Mccoy | Registered representative | Dec 2014 (12y) | ||
| Marcus David Chin | Registered representative | Mar 2015 (11y) | ||
| Matthew Delbe Hudack | Registered representative | Chartered Financial Consultant | Apr 2018 (8y) | |
| Edward Drew Stile | Registered representative | Apr 2018 (8y) | ||
| Horace Dixon Trueblood | Registered representative | Apr 2018 (8y) | ||
| James Lawrence Plotkin | Registered representative | Apr 2018 (8y) | ||
| Luis Alberto Martinez | Registered representative | Apr 2018 (8y) | ||
| Emily Marie Reiland | Registered representative | Jan 2019 (8y) | ||
| Matthew Hudson Franzen | Registered representative | Oct 2020 (6y) | ||
| Kyle Martin Schulz | Registered representative | Jan 2021 (6y) | ||
| Kendall L Nolan | Registered representative | Apr 2023 (3y) | ||
| Cody Ray Dunn | Registered representative | Apr 2023 (3y) | ||
| Kristopher Cameron Reiland | Registered representative | Apr 2023 (3y) | ||
| Evan Echelberger | Registered representative | Apr 2024 (2y) | ||
| Layne Torii Peterson | Registered representative | Jan 2025 (2y) | ||
| Sean Michael Johnson | Registered representative | Jun 2025 (1y) | ||
| Sean Christopher Seibert | Registered representative | Sep 2025 (1y) | ||
| Jon Jay Fenster | Registered representative | Dec 2025 (1y) | ||
| Matthew Reed Frazier | Registered representative | Mar 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.
Retirement plans served (4)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Mission Internal Medical Group Amended Profit Sharing 401(k) Plan | Mission Internal Medical Group, Inc | 148 | $141M | 01/01/2024 |
| Scpmg Keogh Plan | Southern California Permanente Medical Group | 11,088 | $7.9B | 01/01/2024 |
| Southwest Airlines Pilots Retirement Savings Plan | Southwest Airlines Company | 11,679 | $11.6B | 01/01/2024 |
| United Airlines Pilot Retirement Account Plan | United Airlines, Inc. | 17,444 | $16.8B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/24/2026 | 923 KB | 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
Reported custodians
- Charles Schwab & Co. $4.9B (100% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 31, 2026.
View current Form ADV (SEC/IAPD) ↗