{ "crd_number": 123422, "slug": "digiorgio-capital-management-inc-white-oak-pa-123422", "primary_business_name": "DIGIORGIO CAPITAL MANAGEMENT, INC.", "legal_name": "DIGIORGIO CAPITAL MANAGEMENT, INC.", "dbas": [], "city": "White Oak", "state": "PA", "country": "United States", "cbsa_code": "38300", "metro": { "cbsa_code": "38300", "common_name": "Pittsburgh", "msa_name": "Pittsburgh, PA", "path": "/advisors/pa/pittsburgh" }, "registration_type": "state", "registration_status": "APPROVED", "registration_date": "1998-06-23", "years_registered": 28, "period": "2026-10-01", "filing_date": "2025-02-28", "carried_forward": false, "raum_total": 52000000.0, "raum_discretionary": 52000000.0, "raum_non_discretionary": 0.0, "raum_band": "25m_100m", "raum_band_label": "$25 million to $100 million", "total_employees": 1, "advisory_employees": 1, "client_count_bucket": null, "clients_by_type": { "individuals": { "raum": 52000000.0, "count": 220 }, "investment_companies": { "raum": 0.0, "count": 0 }, "pooled_investment_vehicles": { "raum": 0.0, "count": 0 }, "business_development_companies": { "raum": 0.0, "count": 0 } }, "compensation_types": [ "fixed", "percentage_of_aum" ], "advisory_activities": [ "portfolio_management_individuals" ], "wrap_fee_participant": false, "disclosure_yes_count": 2, "states_registered": [ "PA" ], "websites": [], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/123422", "disclosure_items": [ { "item": "11.D(2)", "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?" }, { "item": "11.D(5)", "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever denied, suspended, or revoked the registration or license of the firm or an advisory affiliate, prevented either by order from associating with an investment-related business, or restricted either one's activity?" } ], "city_as_filed": "WHITE OAK", "url": "https://advisorcensus.com/firm/digiorgio-capital-management-inc-white-oak-pa-123422", "display_name": "Digiorgio Capital Management, Inc.", "summary": "Digiorgio Capital Management, Inc. is a state-registered investment advisory firm in White Oak, PA, registered since 1998, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 28, 2025.", "citation": "AdvisorCensus. Digiorgio Capital Management, Inc. (CRD 123422): Form ADV filing data as of October 2026.", "registration_type_label": "State-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Fixed fees (other than subscription fees)" ], "advisory_activity_labels": [ "Portfolio management for individuals and/or small businesses" ], "quick_answers": [ { "q": "How is Digiorgio Capital Management, Inc. compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Digiorgio Capital Management, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Digiorgio Capital Management, Inc. located?", "a": "Digiorgio Capital Management, Inc.'s principal office is in White Oak, PA, according to its Form ADV." }, { "q": "Is Digiorgio Capital Management, Inc. registered with the SEC or a state?", "a": "Digiorgio Capital Management, Inc. is a state-registered investment advisory firm, registered since 1998. Status as filed: APPROVED. CRD 123422." }, { "q": "How much does Digiorgio Capital Management, Inc. manage?", "a": "Digiorgio Capital Management, Inc. reports $52,000,000 in regulatory assets under management in its Form ADV filing dated February 28, 2025 (100% discretionary)." }, { "q": "What types of clients does Digiorgio Capital Management, Inc. serve?", "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (220)." }, { "q": "Does Digiorgio Capital Management, Inc. report any disciplinary disclosures?", "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.D(5) (another regulator's denial, suspension, or revocation of a registration or license, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/123422" } ], "filing_history": [], "recent_changes": [], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/digiorgio-capital-management-inc-white-oak-pa-123422.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 220, "fewer_than_5": false, "raum": 52000000.0 }, { "type": "investment_companies", "label": "Investment companies", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "business_development_companies", "label": "Business development companies", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 0, "fewer_than_5": false, "raum": 0.0 } ], "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.", "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/123422", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }