Private Advisory Group Llc
- Regulatory AUM
- $2.1B
- Discretionary
- $2.1B
- Clients
- 929
- Avg AUM / client
- $2.3M
- Accounts
- 3,217
- Employees
- 31
AUM over time
Annual snapshots from Form ADV filings · as of Jun 12, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 596 | $330M | 15.4% |
| High net worth individuals | 319 | $1.8B | 82.6% |
| Charitable organizations | Fewer than 5 clients | $401K | 0.02% |
| Corporations and other businesses | 14 | $43.2M | 2.02% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Beauty Industry Group 401(k) Plan Beauty Industry Group Opco, Llc | 2024 | |
| Murdock Chevrolet 401(k) Plan Murdock Chevrolet Auto Group | 2024 | |
| Silver Tree Residential, Llc 401(k) Plan Silver Tree Residential, Llc | 2024 |
People (20)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Douglas Reed Bean | Elected Manager, Chief Investment Officer | CFP | Nov 2013 (13y) | ≈ 18.75% – 50% via Bean Holdings Llc |
| S Christopher Bean | Elected Manager, Chief Executive Officer | Nov 2013 (13y) | ≈ 18.75% – 50% via Bean Holdings Llc | |
| Bishopp, Jonathan, David | Chief Compliance Officer | Jul 2015 (11y) | Less than 5% | |
| Eric Christopher Penz | Registered representative | Oct 2014 (12y) | ||
| Mckenna Paige Sheldon | Registered representative | CFP | Jul 2021 (5y) | |
| Katherine Ann Ludeman | Registered representative | Aug 2021 (5y) | ||
| Wesley Ted Jensen | Registered representative | Jan 2022 (5y) | ||
| Angelina Petrovna Bulbotka | Registered representative | May 2022 (4y) | ||
| Stephen Wesley Reeves | Registered representative | CFP | Aug 2022 (4y) | |
| Mc Kenna Elyse Rice | Registered representative | Feb 2023 (3y) | ||
| Amanda Desiree Dixon | Registered representative | Aug 2023 (3y) | ||
| Ngoc Thuy Vy Nguyen | Registered representative | Sep 2023 (3y) | ||
| Matthew Todd Chambers | Registered representative | CFP | May 2024 (2y) | |
| Davis Reed Bean | Registered representative | Sep 2024 (2y) | ||
| Joshua Michael Glenn | Registered representative | CFP | Oct 2024 (2y) | |
| Parker Anderson | Registered representative | Jan 2025 (2y) | ||
| Adam Powell | Registered representative | Oct 2025 (1y) | ||
| Daniel Val Poulsen | Registered representative | Feb 2026 (0y) | ||
| Steven Todd Hillstead | Registered representative | Feb 2026 (0y) | ||
| Tricia Eliason | Registered representative | Feb 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Bean Holdings Llc | Member | Nov 2013 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Douglas Reed Bean: 25% – 50% of Bean Holdings Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- S Christopher Bean: 25% – 50% of Bean Holdings Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
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 (3)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Beauty Industry Group 401(k) Plan | Beauty Industry Group Opco, Llc | 227 | $8.6M | 01/01/2024 |
| Murdock Chevrolet 401(k) Plan | Murdock Chevrolet Auto Group | 393 | $9.3M | 01/01/2024 |
| Silver Tree Residential, Llc 401(k) Plan | Silver Tree Residential, Llc | 486 | $11.1M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/12/2026 | 985 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
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $2.1B (98% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Jun 12, 2026.
View current Form ADV (SEC/IAPD) ↗