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PCA INVESTMENT ADVISORY SERVICES, INC.
CRD 123475File 801-67369
APPROVED
Retail clients
Custody
Filing as of Jul 21, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$4.31B
Top 25% of cohort (national)
Discretionary AUM
$2.30B
Non-discretionary $2.02B
Clients
1,175
2,187 accounts
Employees
15
Top 25% of cohort in OH
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Dec 15, 2006
- Principal office
- 2133 LURAY AVENUE, CINCINNATI, OH, 45206
- Phone
- 513.281.3366
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $4.31B
- Discretionary AUM
- $2.30B
- Non-discretionary AUM
- $2.02B
- Discretionary accounts
- 1,909
- Non-discretionary accounts
- 278
- Total accounts
- 2,187
- AUM per client
- $3.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 11 | $8.2M |
| High net worth individuals | 249 | $761.7M |
| Pension and profit sharing plans | 292 | $3.36B |
| Individuals (other than high net worth individuals) | 623 | $183.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Commissions
- Hourly charges
- Other (described) — MUTUAL FUND REIMBURSEMENTS (SUB TA FEE)
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- 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.