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| Happy Holidays!! thanks for using AUM13F!! |
| Pennsylvania Capital Management Inc
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| CRD # | 107648 |
| SEC # | 801-50732 |
| CIK # | |
| AUM | $759.0 M (2025-03-19) |
| Employees | 10 (40% Investors, 0% Brokers) |
| Phone | 215-881-7700 |
| Address | 1841 Huntingdon Pike Huntingdon Valley, PA 19006 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 91 | 35.9 |
| (b) Individuals (high net worth individuals) | 106 | 677.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 10.8 |
| (h) Charitable organizations | 0 | 6.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 27.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,033 | 759.0 |
| By Discretionary | ||
| Discretionary | 876 | 523.9 |
| Non-Discretionary | 157 | 235.1 |
| Total | 1,033 | 759.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 759.0 | |
| Total | 1,033 | 759.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Ramsay Stattman Vela & Price Inc
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|
CO | 0.8 |
|
CFM Wealth Partners LLC
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|
TX | 0.8 |
|
Affinity Wealth Management LLC
✚
|
DE | 0.8 |
|
Strategic Advisors LLC
✚
|
NY | 0.8 |
|
All Star Financial LLC
✚
|
MN | 0.8 |
|
Whalerock Point Partners LLC
✚
|
RI | 0.8 |
|
BHK Investment Advisors LLC
✚
|
AL | 0.8 |
|
Morling Financial Advisors LLC
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|
CA | 0.8 |
|
Bruton Chisnell Advisors LLC
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|
PA | 0.8 |
|
Mirador Capital Partners LP
✚
|
CA | 0.8 |