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| PCA Investment Advisory Services Inc
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|
|---|---|
| CRD # | 123475 |
| SEC # | 801-67369 |
| CIK # | 0001977044 |
| AUM | $2.5 BB (2023-03-30) |
| Employees | 10 (100% Investors, 20% Brokers) |
| Phone | 513-281-3366 |
| Address | 2133 Luray Avenue Cincinnati, OH 45206 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| PG | 338,108.9 | 4.0 | |
| AAPL | 2,382,844.0 | 3.2 | |
| MSFT | 1,918,222.4 | 3.0 | |
| GOOGL | 1,475,138.5 | 1.3 | |
| CINF | 18,864.2 | 1.2 | |
| AMZN | 1,092,997.8 | 1.1 | |
| GOOG | 1,482,566.4 | 1.1 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 683 | 0.2 |
| (b) Individuals (high net worth individuals) | 117 | 0.3 |
| (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 | 236 | 2.1 |
| (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 | 5 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,777 | 2.5 |
| By Discretionary | ||
| Discretionary | 1,412 | 1.2 |
| Non-Discretionary | 365 | 1.4 |
| Total | 1,777 | 2.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.5 | |
| Total | 1,777 | 2.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001977044] |
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|---|---|---|
|
Envoi LLC
✚
|
MN | 2.6 |
|
Meyer Handelman Company LLC
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|
NY | 2.6 |
|
Synovus Trust Company NA
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GA | 2.5 |
|
Tandem Investment Advisors Inc
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SC | 2.5 |
|
Quantum Advisors Private Limited
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|
2.5 | |
|
The Ascent Group LLC
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|
VA | 2.5 |
|
The Welch Group LLC
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|
AL | 2.5 |
|
Triasima Portfolio Management Inc
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|
2.5 | |
|
FFT Wealth Management LLC
✚
|
PA | 2.5 |
|
BOK Financial Private Wealth Inc
✚
|
CO | 2.5 |