# Digiorgio Capital Management, Inc.

> 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.

- CRD: 123422
- Filed as: DIGIORGIO CAPITAL MANAGEMENT, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: White Oak, PA
- Filing period: October 2026
- Form ADV filing dated: February 28, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/123422
- AdvisorCensus page: https://advisorcensus.com/firm/digiorgio-capital-management-inc-white-oak-pa-123422

## Quick answers

**How is Digiorgio Capital Management, Inc. compensated?**
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.

**Where is Digiorgio Capital Management, Inc. located?**
Digiorgio Capital Management, Inc.'s principal office is in White Oak, PA, according to its Form ADV.

**Is Digiorgio Capital Management, Inc. registered with the SEC or a state?**
Digiorgio Capital Management, Inc. is a state-registered investment advisory firm, registered since 1998. Status as filed: APPROVED. CRD 123422.

**How much does Digiorgio Capital Management, Inc. manage?**
Digiorgio Capital Management, Inc. reports $52,000,000 in regulatory assets under management in its Form ADV filing dated February 28, 2025 (100% discretionary).

**What types of clients does Digiorgio Capital Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (220).

**Does Digiorgio Capital Management, Inc. report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $52,000,000
- Discretionary: $52,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 220 | $52,000,000 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 1998 (28 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports 2 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(2): 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?
- 11.D(5): 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?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/123422

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Digiorgio Capital Management, Inc. (CRD 123422): Form ADV filing data as of October 2026.