{
  "crd_number": 107648,
  "slug": "pennsylvania-capital-management-inc-huntingdon-valley-pa-107648",
  "primary_business_name": "PENNSYLVANIA CAPITAL MANAGEMENT INC.",
  "legal_name": "PENNSYLVANIA CAPITAL MANAGEMENT INC.",
  "dbas": [],
  "city": "Huntingdon Valley",
  "state": "PA",
  "country": "United States",
  "cbsa_code": "37980",
  "metro": {
    "cbsa_code": "37980",
    "common_name": "Philadelphia",
    "msa_name": "Philadelphia-Camden-Wilmington, PA-NJ-DE-MD",
    "path": "/advisors/pa/philadelphia"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1995-12-04",
  "years_registered": 30,
  "period": "2026-10-01",
  "filing_date": "2026-03-26",
  "carried_forward": false,
  "raum_total": 848645464.0,
  "raum_discretionary": 582538110.0,
  "raum_non_discretionary": 266107354.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 10,
  "advisory_employees": 4,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 7249778.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 38193091.0,
      "count": 91
    },
    "pension_profit_sharing": {
      "raum": 12376961.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 777349087.0,
      "count": 109
    },
    "corporations_other_businesses": {
      "raum": 13476547.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "DE",
    "FL",
    "LA",
    "NH",
    "NJ",
    "NY",
    "PA",
    "TX"
  ],
  "websites": [
    "https://facebook.com/people/Pennsylvania-Capital-Management/100093516674438",
    "https://linkedin.com/company/pcmadvisors",
    "https://pcmadvisors.com",
    "https://pcmcanhelp.com",
    "https://reinventrich.com",
    "https://whoisonyourdreamteam.com",
    "https://youtube.com/@PennsylvaniaCapitalManagement"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/107648",
  "city_as_filed": "HUNTINGDON VALLEY",
  "url": "https://advisorcensus.com/firm/pennsylvania-capital-management-inc-huntingdon-valley-pa-107648",
  "display_name": "Pennsylvania Capital Management Inc.",
  "summary": "Pennsylvania Capital Management Inc. is an SEC-registered investment advisory firm in Huntingdon Valley, PA, registered since 1995, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 26, 2026.",
  "citation": "AdvisorCensus. Pennsylvania Capital Management Inc. (CRD 107648): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Pennsylvania Capital Management Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Pennsylvania Capital Management Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Pennsylvania Capital Management Inc. charge?",
      "a": "Its Form ADV Part 2A brochure dated March 25, 2026 states: Hourly rate: $750 an hour (Financial planning services); Hourly rate: $275 an hour (Financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Pennsylvania Capital Management Inc. located?",
      "a": "Pennsylvania Capital Management Inc.'s principal office is in Huntingdon Valley, PA, according to its Form ADV."
    },
    {
      "q": "Is Pennsylvania Capital Management Inc. registered with the SEC or a state?",
      "a": "Pennsylvania Capital Management Inc. is an SEC-registered investment advisory firm, registered since 1995. Status as filed: Approved. CRD 107648."
    },
    {
      "q": "How much does Pennsylvania Capital Management Inc. manage?",
      "a": "Pennsylvania Capital Management Inc. reports $848,645,464 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (69% discretionary)."
    },
    {
      "q": "How have Pennsylvania Capital Management Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Pennsylvania Capital Management Inc.: Regulatory assets under management: $630,236,147 in the October 2021 data and $848,645,464 in the October 2026 data, up 35%. Total employees: 10 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Pennsylvania Capital Management Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (109); individuals (other than high net worth individuals) (91)."
    },
    {
      "q": "Which custodians does Pennsylvania Capital Management Inc. use?",
      "a": "Pennsylvania Capital Management Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Pennsylvania Capital Management Inc. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/107648"
    },
    {
      "q": "What changed in Pennsylvania Capital Management Inc.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $759,036,635 to $848,645,464 (+12%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 630236147.0,
      "total_employees": 10,
      "filing_date": "2021-05-27"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 761022207.0,
      "total_employees": 11,
      "filing_date": "2022-04-07"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 572220156.0,
      "total_employees": 11,
      "filing_date": "2023-06-12"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 678004218.0,
      "total_employees": 11,
      "filing_date": "2024-04-02"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 759036635.0,
      "total_employees": 10,
      "filing_date": "2025-03-19"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 848645464.0,
      "total_employees": 10,
      "filing_date": "2026-03-26"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $759,036,635 to $848,645,464 (+12%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 25, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $750 an hour (Financial planning services)",
      "Hourly rate: $275 an hour (Financial planning services)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $750 an hour (Financial planning services)"
        ],
        "quotes": [
          "Financial planning services may or may not include matters relating to securities and will be performed at a negotiated fixed fee or an hourly rate not to exceed $750.00 per hour, or $275"
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $275 an hour (Financial planning services)"
        ],
        "quotes": [
          "Financial planning services may or may not include matters relating to securities and will be performed at a negotiated fixed fee or an hourly rate not to exceed $750.00 per hour, or $275"
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 750.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "Financial planning services"
        },
        {
          "kind": "hourly",
          "amount": 275.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "Financial planning services"
        }
      ]
    },
    "quotes": [
      "Financial planning services may or may not include matters relating to securities and will be performed at a negotiated fixed fee or an hourly rate not to exceed $750.00 per hour, or $275",
      "Financial planning services may or may not include matters relating to securities and will be performed at a negotiated fixed fee or an hourly rate not to exceed $750.00 per hour, or $275"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/pennsylvania-capital-management-inc-huntingdon-valley-pa-107648.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 91,
      "fewer_than_5": false,
      "raum": 38193091.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 109,
      "fewer_than_5": false,
      "raum": 777349087.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 12376961.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 7249778.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 13476547.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "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/107648",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}