|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| PCA Investment Advisory Services Inc
✚
|
|
|---|---|
| CRD # | 123475 |
| SEC # | 801-67369 |
| CIK # | 0001977044 |
| AUM | $3.6 B (2025-01-17) |
| Employees | 13 (77% Investors, 0% Brokers) |
| Phone | 513-281-3366 |
| Address | 2133 Luray Avenue Cincinnati, OH 45206 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 7.0 | ||
| Apple Inc | 5.8 | ||
| Procter & Gamble Co | 4.6 | ||
| Nvidia Corp | 3.7 | ||
| Amazon Com Inc | 3.4 | ||
| Alphabet Inc | 2.7 | ||
| Alphabet Inc | 2.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 728 | 0.2 |
| (b) Individuals (high net worth individuals) | 178 | 0.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 282 | 2.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,056 | 3.6 |
| By Discretionary | ||
| Discretionary | 1,667 | 1.9 |
| Non-Discretionary | 389 | 1.7 |
| Total | 2,056 | 3.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.6 | |
| Total | 2,056 | 3.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001977044] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Schwartz Investment Counsel Inc
✚
|
MI | 3.7 |
|
Weaver C Barksdale & Associates Inc
✚
|
TN | 3.6 |
|
Cardinal Capital Management Inc
✚
|
3.6 | |
|
Foster Group Inc
✚
|
IA | 3.5 |
|
Quotient Wealth Partners LLC
✚
|
TX | 3.5 |
|
Highland Capital Management LLC
✚
|
TN | 3.5 |
|
Krilogy Financial LLC
✚
|
MO | 3.5 |
|
Dearborn Partners LLC
✚
|
IL | 3.5 |
|
Clinton Investment Management LLC
✚
|
CT | 3.5 |
|
Provenance Wealth Advisors LLC
✚
|
FL | 3.5 |