|
⚲
|
| Keyboard |
| Pennsylvania Capital Management Inc
✚
|
|
|---|---|
| CRD # | 107648 |
| SEC # | 801-50732 |
| CIK # | |
| AUM | 848.6 M (2026-03-26) |
| Employees | 10 (40% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 215-881-7700 |
| Address | 1841 Huntingdon Pike Huntingdon Valley, PA 19006 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 91 | 38.2 |
| (b) Individuals (high net worth individuals) | 109 | 777.3 |
| (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 | 0 | 12.4 |
| (h) Charitable organizations | 0 | 7.2 |
| (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 | 13.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,045 | 848.6 |
| By Discretionary | ||
| Discretionary | 897 | 582.5 |
| Non-Discretionary | 148 | 266.1 |
| Total | 1,045 | 848.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 848.6 | |
| Total | 1,045 | 848.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 2 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Whitaker-Myers Wealth Managers Ltd
✚
|
OH | 850.6 M |
|
NS Management Ltd
✚
|
850.3 M | |
|
Liberty Capital Management Inc
✚
|
MI | 849.5 M |
|
Avenir Corporation
✚
|
VA | 849.3 M |
|
Silverlake Wealth Management LLC
✚
|
VT | 849.1 M |
|
Bason Asset Management LLC
✚
|
CO | 848.8 M |
|
BNC Wealth Management LLC
✚
|
OR | 847.5 M |
|
Mitchell Capital Management Co
✚
|
KS | 847.3 M |
|
Seneca Financial Advisors LLC
✚
|
NY | 847.2 M |
|
Barry Investment Advisors LLC
✚
|
MA | 846.8 M |