PENNSYLVANIA CAPITAL MANAGEMENT INC.
Firm details
- Headquarters
- HUNTINGDON VALLEY, Pennsylvania
- CRD number
- 107648
- Registered since
- December 4, 1995
- Website
- pcmadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI91.6%
- Individuals4.5%
- Corporations / Businesses1.59%
- Pension & Profit Sharing Plans1.46%
- Charitable Organizations0.85%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Pennsylvania Capital Management Inc. is an independent, privately owned registered investment adviser that has been SEC-registered since 1995. The firm focuses on individual and family clients and provides a mix of financial planning and portfolio management services for individuals, small businesses, and institutional/business clients. Its advisory scope also includes pension consulting and the selection of third‑party advisers, and the firm functions as a capital allocator—placing client capital with external managers where appropriate. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm identifies itself as an active ESG investor and incorporates environmental, social, or governance considerations into its investment approach.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities48%
- Public Funds/Mutual Funds44%
- Cash & Cash Equivalents6%
- Private Funds2%
- US Government Bonds1%
Contacts
3 of 5Andrew Randisi
Senior Financial AdvisorCRD 7190191
IRVIN SCHORSCH
Founder & PresidentCRD 1051228
STEPHEN PALMER
Senior Investment Management ConsultantCRD 5104188
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 71Active vs passive
$221M in ETFs
67%
$148M
29%
$73.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $29.8M | 45,592 | 13.45% |
Location
HUNTINGDON VALLEY, PA
MONTGOMERY
Location
HUNTINGDON VALLEY, PA
Headquartered in HUNTINGDON VALLEY, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- MONTGOMERY
- Address
- 1841 Huntingdon Pike
- Time zone
- ET (UTC-5)
- Office locations
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