← Directory
PENNSYLVANIA CAPITAL MANAGEMENT INC.
CRD 107648File 801-50732
APPROVED
Retail clients
Custody
Filing as of Mar 26, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$848.6M
Above cohort median (national)
Discretionary AUM
$582.5M
Non-discretionary $266.1M
Clients
200
1,045 accounts
Employees
10
Above cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Dec 4, 1995
- Principal office
- 1841 HUNTINGDON PIKE, HUNTINGDON VALLEY, PA, 19006
- Phone
- 215-881-7700
- Website
- HTTPS://PCMADVISORS.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $848.6M
- Discretionary AUM
- $582.5M
- Non-discretionary AUM
- $266.1M
- Discretionary accounts
- 897
- Non-discretionary accounts
- 148
- Total accounts
- 1,045
- AUM per client
- $4.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $13.5M |
| Charitable organizations | Fewer than 5 | $7.2M |
| High net worth individuals | 109 | $777.3M |
| Pension and profit sharing plans | Fewer than 5 | $12.4M |
| Individuals (other than high net worth individuals) | 91 | $38.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.

