← 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

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 typeClientsAUM
OtherFewer than 5$13.5M
Charitable organizationsFewer than 5$7.2M
High net worth individuals109$777.3M
Pension and profit sharing plansFewer than 5$12.4M
Individuals (other than high net worth individuals)91$38.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • 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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.