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, individually owned registered investment adviser that has been SEC-registered since 1995. The firm serves high-net-worth individuals and families, providing financial planning and portfolio management for individuals, small businesses and institutions, along with pension consulting and selection-of-other-advisers services. Its fee arrangements include AUM-based fees, hourly charges and fixed fees. The firm notes an active ESG investing posture and acts as a capital allocator, which aligns with its use of third‑party managers for certain alternative exposures.
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 71Active vs passive
$245M in ETFs
74%
$181M
22%
$64.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $34.9M | 45,565 | 14.23% |
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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