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PCM MANAGEMENT ADVISOR, LLC
CRD 323946File 801-133750
APPROVED
Custody
Filing as of Apr 9, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$7.89B
Top 10% of cohort (national)
Discretionary AUM
$7.81B
Non-discretionary $83.7M
Clients
24
24 accounts
Employees
495
Top 10% of cohort in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jun 27, 2025
- Principal office
- 57 E. WASHINGTON STREET, CHAGRIN FALLS, OH, 44022
- Phone
- 440-528-0333
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $7.89B
- Discretionary AUM
- $7.81B
- Non-discretionary AUM
- $83.7M
- Discretionary accounts
- 23
- Non-discretionary accounts
- 1
- Total accounts
- 24
- AUM per client
- $328.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $83.7M |
| Pooled investment vehicles | 23 | $7.81B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
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.