Pitcairn

RIASEC Registered
Total AUM
$5.9B
Discretionary
$4.5B
77% of AUM
Avg account
$2.8M
Accounts
2,133
Employees
62
Advisory reps
43

Firm details

Headquarters
Conshohocken, Pennsylvania
CRD number
333260
Registered since
October 23, 2024
Website
www.pitcairn.com
Custodians
NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI98.5%
  • Charitable Organizations0.78%
  • Pension & Profit Sharing Plans0.73%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Pitcairn operates as an independent registered investment adviser organized as a limited liability company. The firm describes itself as a capital allocator serving individual and family clients, offering financial planning, portfolio management for both individuals/small businesses and institutions, pension consulting and educational workshops. Its fee model includes percentage-of-AUM fees along with hourly and fixed-fee arrangements. Pitcairn reports it is an active ESG investor and allocates to third‑party managers; it was SEC-registered in 2024. The firm received an accolade from CNBC’s Elite Advisors list in 2026.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 37%, Public Funds/Mutual Funds 35%, Private Funds 24%, State & Local Bonds 3%, Cash & Cash Equivalents 1%37%
  • Exchange Traded Equities37%
  • Public Funds/Mutual Funds35%
  • Private Funds24%
  • State & Local Bonds3%
  • Cash & Cash Equivalents1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 107

Active vs passive

$735M in ETFs

Passive

98%

$723M

Active

1%

$11.8M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES RUSSELL 3000 ETF (IWV)BlackRockPassiveLarge Blend$215M503,37029.21%
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Location

Primary office

Conshohocken, PA

Montgomery

Location

Conshohocken, PA

Headquartered in Conshohocken, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
Montgomery
Address
8 Tower Brg 161 Washington St
Time zone
ET (UTC-5)
Office locations

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