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| PCA Investment Advisory Services Inc
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|---|---|
| CRD # | 123475 |
| SEC # | 801-67369 |
| CIK # | 0001977044 |
| AUM | 4,314.3 M (2026-03-25) |
| Employees | 15 (67% Investors, 0% Brokers) |
| Phone | 513-281-3366 |
| Address | 2133 Luray Avenue Cincinnati, OH 45206 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 7.2 | ||
| Microsoft Corp | 5.1 | ||
| Alphabet Inc | 4.4 | ||
| Nvidia Corp | 4.2 | ||
| Procter & Gamble Co | 3.9 | ||
| Amazon Com Inc | 3.3 | ||
| Alphabet Inc | 3.3 | ||
| Cincinnati Financial Corp | 1.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 623 | 0.2 |
| (b) Individuals (high net worth individuals) | 249 | 0.8 |
| (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 | 292 | 3.4 |
| (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 | 11 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,187 | 4.3 |
| By Discretionary | ||
| Discretionary | 1,909 | 2.3 |
| Non-Discretionary | 278 | 2.0 |
| Total | 2,187 | 4.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.3 | |
| Total | 2,187 | 4.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001977044] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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|---|---|---|
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