PRIVATE CAPITAL ADVISORS, INC.

RIASEC RegisteredEst. 2003

Total AUM

$1.3B

Discretionary

$1.3B

100% of AUM

Avg account

$4.7M

Accounts

270

Employees

Advisory reps

Firm details

Headquarters: DARIEN, Connecticut
CRD number: 125771
Registered since: March 20, 2003
Website: www.privatecapitaladv.com
Custodians: PERSHING LLC, J.P. MORGAN SECURITIES INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI92.76%
Individuals2.8%
Charitable Organizations2.76%
Corporations / Businesses1.62%
Pension & Profit Sharing Plans0.06%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Private Capital Advisors, Inc. is a privately owned corporation operating as an independent registered investment adviser since 2003. The firm serves both individual and family clients as well as institutional accounts, and its advisory mandate centers on discretionary portfolio management for individuals, small businesses, and other business or institutional clients. Compensation structures include asset-based fees, fixed fees, and performance-based arrangements. The firm is not positioned as a capital allocator and does not identify as an active ESG investor or a multi-state adviser. Its corporate affiliations include roles as an investment adviser and relationships with accounting and sponsor/manager positions for pooled investment vehicles, indicating involvement beyond pure advisory services.