Private Client Advisor Group, LLC

Mark Stratton is a financial advisor at Private Client Advisor Group, LLC with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at firms including Owlfi Ria, LLC and LPL Financial LLC. Outside of his advisory role, he is also an independent insurance agent. Private Client Advisor Group, LLC is an SEC-registered investment adviser serving individuals, families, businesses, and retirement plans. The firm manages approximately $82.2 million with a five-advisor team, offering discretionary portfolio management and project-based financial planning using diversified portfolios informed by modern portfolio theory.

David Bush is a financial advisor with Private Client Advisor Group, LLC, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Owlfi Ria, LLC, Motiv8 Investments LLC, Allos Investment Advisors, LLC, and Searcy Financial Services, Inc. Outside of advising, he is also licensed as an insurance agent. Private Client Advisor Group, LLC is an SEC-registered investment adviser serving individuals, families, businesses, and retirement plans. The firm manages approximately $82.2 million with a team of five advisors, offering discretionary portfolio management and project-based financial planning using diversified portfolios grounded in modern portfolio theory.

Brennen Newton is a financial advisor with Private Client Advisor Group, LLC, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. His prior roles include positions at OWLFI, LLC, Woodbury Financial Services INC, Omada Financial, Princor Financial Services Corporation, and Principal Life Insurance Company. He is also a partner in a clothing resale business and a general business consulting firm, and operates a sole proprietorship in insurance services. Private Client Advisor Group, LLC is an SEC-registered investment adviser serving individuals, families, businesses, and retirement plans. The firm manages diversified portfolios using fundamental security analysis combined with market and economic cycle insights, providing discretionary portfolio management and project-based financial planning through a small team of five advisors.

Scott Ross is a financial advisor at Private Client Advisor Group, LLC with 13 years of industry experience. He has held roles at several firms, including Kingswood Wealth Advisors, International Assets Investment Management, and Global View Capital Management. Outside of investment advisory, Ross works as a loan officer and life insurance agent with Security National Mortgage Company, originating home loans and selling life insurance policies. Private Client Advisor Group, LLC is a small, SEC-registered advisory firm managing approximately $82.2 million for individuals, families, businesses, and retirement plans. The firm employs a discretionary, diversified investment approach based on modern portfolio theory and provides both portfolio management and project-based financial planning services.

Bryan Newton is a financial advisor at Private Client Advisor Group, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at OWLFI, Woodbury Financial Services, Omada Financial, and Principal Life Insurance Company. Outside of advising, he owns BSN BRIONI LLC, a business that consigns used men's clothing for online resale. Private Client Advisor Group, LLC is an SEC-registered investment adviser serving individuals, families, businesses, and retirement plans. The firm manages approximately $82.2 million and offers discretionary portfolio management and project-based financial planning through a small team of five advisors.

Dirk Palmer is a financial advisor at Private Client Advisor Group, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Private Client Advisor Group since 2024. Palmer also manages a public accounting firm and owns a cattle ranch, both non-investment related businesses. Private Client Advisor Group, LLC is an SEC-registered investment adviser serving individuals, families, businesses, and retirement plans. The firm manages broadly diversified portfolios using fundamental security analysis and market cycle insights, providing discretionary portfolio management and project-based financial planning through a small team of five advisors.