PNC CAPITAL ADVISORS LLC
Firm details
- Headquarters
- BALTIMORE, Maryland
- CRD number
- 151829
- Registered since
- September 29, 2009
- Website
- pnccapitaladvisors.com
- Custodians
- PNC INVESTMENTS LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- State / Municipal Government33.89%
- Corporations / Businesses29.33%
- Banking / Thrift Institutions18.12%
- Insurance Companies11.77%
- Pension & Profit Sharing Plans2.44%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
PNC Capital Advisors LLC is an institutional-focused investment adviser that concentrates on portfolio management for pooled investment vehicles and for business or institutional clients. The firm charges both percentage-of-assets and fixed fees and operates under a structure that supports sponsor/GP and trust-company activities, which allows it to manage and originate pooled funds as well as provide fiduciary and custody-linked services. It is not positioned as an ESG specialist and is not described as a capital allocator; instead its documented preferences emphasize liquidity and income-oriented strategies. Investment activity is weighted toward fixed-income solutions and cash management. A material portion of reported assets sits in cash and cash equivalents, suggesting the firm prioritizes liquidity and short-duration risk management for many mandates. At the same time, the adviser serves pooled vehicles and institutional accounts where yield‑seeking and liability-aware fixed-income approaches are commonly employed.
Assets & Accounts
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
- Cash & Cash Equivalents43%
- US Government Bonds30%
- Investment Grade Corp Bonds23%
- Private Funds4%
Owners & executives
3 of 7AMANDA AGATI
Executive Vice President & Chief Investment OfficerCRD 4398291
MICHAEL WILSON
Executive Vice President & COOCRD 2982812
SEAN RHODERICK
Chief Investment OfficerCRD 7209850
Contacts
3 of 18BRIAN MOCK
Managing DirectorCRD 2819586
ROBERT EDMISTON
Vice President, Institutional Asset ManagementCRD 4837895
WADE MEADOWS
Managing Director, Institutional Asset ManagementCRD 1182015
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BALTIMORE, MD
BALTIMORE CITY
Location
BALTIMORE, MD
Headquartered in BALTIMORE, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- BALTIMORE CITY
- Address
- 1 E Pratt St
- Time zone
- ET (UTC-5)
- Office locations
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