PNC CAPITAL ADVISORS LLC

RIASEC RegisteredEst. 2009
Total AUM
$50.9B
Discretionary
$50.9B
100% of AUM
Avg account
$81.5M
Accounts
624
Employees
258
Advisory reps
25

Firm details

Headquarters
BALTIMORE, Maryland
CRD number
151829
Registered since
September 29, 2009
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

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Cash & Cash Equivalents 43%, US Government Bonds 30%, Investment Grade Corp Bonds 23%, Private Funds 4%43%
  • Cash & Cash Equivalents43%
  • US Government Bonds30%
  • Investment Grade Corp Bonds23%
  • Private Funds4%

Owners & executives

3 of 7
  • AMANDA AGATI

    Executive Vice President & Chief Investment OfficerCRD 4398291

  • MICHAEL WILSON

    Executive Vice President & COOCRD 2982812

  • SEAN RHODERICK

    Chief Investment OfficerCRD 7209850

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Contacts

3 of 18
  • BRIAN MOCK

    Managing DirectorCRD 2819586

  • ROBERT EDMISTON

    Vice President, Institutional Asset ManagementCRD 4837895

  • WADE MEADOWS

    Managing Director, Institutional Asset ManagementCRD 1182015

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth