David William Bush
Investment Adviser Representative at Private Client Advisor Group, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
David William Bush is an investment adviser representative with Private Client Advisor Group, LLC in Lenexa, KS, where they have been registered since 2024. They have worked in the securities industry since 2009 and have been registered with 7 firms, including Owlfi and Motiv8 Investments LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Kansas.
Registrations & licenses
- Investment adviser:
- Kansas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Searcy Financial Services, Inc.Dec 2015 – Oct 2018Olathe, KS
- Allos Investment Adviosrs, LLCDec 2015 – Oct 2018Overland Park, KS
- Motiv8 Investments LLCMay 2019 – Jan 2022Lenexa, KS
- UnemployedNov 2018 – May 2019Lenexa, KS
- Owlfi RIA, LLCApr 2021 – no end date reportedLenexa, KS
- Private Client Advisor Group, LLCJun 2024 – no end date reportedPalm City, FL
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Private Client Advisor Group, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $100,000 (waivable)
- Estimated blended rate
- 0.02
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 6
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Palm City, FL
- SEC file number:
- 801-134899
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 1, 2026
View full firm profileOther advisors at Private Client Advisor Group, LLC
5 other advisors in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. David William Bush has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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