PCA Investment Advisory Services, Inc.

RIASEC Registered

Total AUM

$4.3B

Discretionary

$2.3B

53% of AUM

Avg account

$2M

Accounts

2,187

Employees

Advisory reps

Firm details

Headquarters: Cincinnati, Ohio
CRD number: 123475
Registered since: December 15, 2006
Website: www.pencorp.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC., MATRIX SECURITIES, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Commissions, Other
Client types: Pension & Profit Sharing Plans77.89%
HNWI17.66%
Individuals4.26%
Corporations / Businesses0.19%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

PCA Investment Advisory Services, Inc. is an independent, privately held registered investment adviser that has been SEC-registered since 2006. The firm operates as an individual-owned corporation and describes itself as a capital allocator serving both individual/family and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. PCA uses a mix of fee approaches (percentage of AUM, hourly, fixed fees) and also accepts commissions and other compensation arrangements.