Pennsylvania Capital Management Inc.

RIASEC RegisteredEst. 1995

Total AUM

$849M

Discretionary

$583M

69% of AUM

Avg account

$812K

Accounts

1,045

Employees

Advisory reps

Firm details

Headquarters: Huntingdon Valley, Pennsylvania
CRD number: 107648
Registered since: December 4, 1995
Website: pcmadvisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI91.6%
Individuals4.5%
Corporations / Businesses1.59%
Pension & Profit Sharing Plans1.46%
Charitable Organizations0.85%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Pennsylvania Capital Management Inc. is an independent, SEC-registered investment adviser that has been operating since 1995. The firm is structured as a corporation owned by an individual and positions itself as a capital allocator for private clients, with a client base focused on individuals and families. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting and the selection of third‑party advisers. The firm reports being an active ESG investor and charges clients through a mix of percentage-of-AUM fees, hourly fees and fixed-fee arrangements. Investment activity combines managed portfolios of public equities and ETFs with allocations to externally managed alternative strategies. The firm explicitly uses third‑party managers for alternative exposure and conducts adviser selection as part of its service set.