{ "crd_number": 333260, "slug": "pitcairn-conshohocken-pa-333260", "primary_business_name": "PITCAIRN", "legal_name": "PITCAIRN WEALTH ADVISORS LLC", "dbas": [ "PWA" ], "city": "Conshohocken", "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": "2024-10-23", "years_registered": 1, "period": "2026-10-01", "filing_date": "2026-03-31", "carried_forward": false, "raum_total": 5871259245.0, "raum_discretionary": 4549837966.0, "raum_non_discretionary": 1321421279.0, "raum_band": "over_5b", "raum_band_label": "Over $5 billion", "total_employees": 62, "advisory_employees": 37, "client_count_bucket": "fewer_than_5_in_some_types", "clients_by_type": { "charitable": { "raum": 45588614.0, "count": null, "fewer_than_5": true }, "pension_profit_sharing": { "raum": 42641114.0, "count": null, "fewer_than_5": true }, "high_net_worth_individuals": { "raum": 5783029517.0, "count": 330 } }, "compensation_types": [ "fixed", "hourly", "percentage_of_aum" ], "advisory_activities": [ "educational_seminars", "financial_planning", "pension_consulting", "portfolio_management_businesses_institutional", "portfolio_management_individuals" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "AZ", "CA", "CO", "CT", "DC", "FL", "IL", "MA", "MD", "MN", "MT", "NC", "NE", "NH", "NJ", "NM", "NY", "OH", "PA", "TN", "TX", "VA", "VT", "WA" ], "websites": [ "https://linkedin.com/company/pitcairn/posts?feedView=all", "https://pitcairn.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/333260", "city_as_filed": "CONSHOHOCKEN", "url": "https://advisorcensus.com/firm/pitcairn-conshohocken-pa-333260", "display_name": "Pitcairn", "summary": "Pitcairn is an SEC-registered investment advisory firm in Conshohocken, PA, registered since 2024, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.", "citation": "AdvisorCensus. Pitcairn (CRD 333260): 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", "Educational seminars/workshops" ], "quick_answers": [ { "q": "How is Pitcairn compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Pitcairn reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Pitcairn located?", "a": "Pitcairn's principal office is in Conshohocken, PA, according to its Form ADV; the April 2026 filing also lists 3 other offices (Schedule D, Section 1.F)." }, { "q": "Is Pitcairn registered with the SEC or a state?", "a": "Pitcairn is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 333260." }, { "q": "How much does Pitcairn manage?", "a": "Pitcairn reports $5,871,259,245 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (77% discretionary)." }, { "q": "How have Pitcairn's assets and staff changed since 2025?", "a": "In the Form ADV data for Pitcairn: Regulatory assets under management: $775,801,961 in the October 2025 data and $5,871,259,245 in the October 2026 data, up 657%. Total employees: 5 in October 2025 and 62 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Pitcairn serve?", "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (330)." }, { "q": "Which custodians does Pitcairn use?", "a": "Pitcairn's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets." }, { "q": "Does Pitcairn 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/333260" }, { "q": "What changed in Pitcairn's recent Form ADV filings?", "a": "In the April 2026 filing data: Regulatory assets under management went from $775,801,961 to $5,871,259,245 (+657%). Employees performing advisory functions went from 2 to 37. No longer lists an office in McLean, VA. Registered or notice-filed in AZ, CO, CT, IL, MA, MN, MT, NC, NH, NJ, NM, OH, TN, VT, WA. Updated its list of owners and control persons (Schedule A)." } ], "filing_history": [ { "period": "2025-10-01", "regulatory_assets_under_management": 775801961.0, "total_employees": 5, "filing_date": "2025-07-21" }, { "period": "2026-10-01", "regulatory_assets_under_management": 5871259245.0, "total_employees": 62, "filing_date": "2026-03-31" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Regulatory assets under management went from $775,801,961 to $5,871,259,245 (+657%).", "Employees performing advisory functions went from 2 to 37.", "No longer lists an office in McLean, VA.", "Registered or notice-filed in AZ, CO, CT, IL, MA, MN, MT, NC, NH, NJ, NM, OH, TN, VT, WA.", "Updated its list of owners and control persons (Schedule A)." ] } ], "fees_from_brochure": null, "custodians": [ { "name": "Charles Schwab & Co., Inc.", "name_as_filed": "CHARLES SCHWAB & CO., INC.", "affiliated": false }, { "name": "National Financial Services LLC", "name_as_filed": "NATIONAL FINANCIAL SERVICES LLC", "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/pitcairn-conshohocken-pa-333260.md", "clients": [ { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 330, "fewer_than_5": false, "raum": 5783029517.0 }, { "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": 42641114.0 }, { "type": "charitable", "label": "Charitable organizations", "count": null, "fewer_than_5": true, "raum": 45588614.0 } ], "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/333260", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }