# Pitcairn

> 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.

- CRD: 333260
- Filed as: PITCAIRN
- Legal name: Pitcairn Wealth Advisors LLC
- Also doing business as: PWA
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Conshohocken, PA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/333260
- AdvisorCensus page: https://advisorcensus.com/firm/pitcairn-conshohocken-pa-333260

## Quick answers

**How is Pitcairn compensated?**
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.

**Where is Pitcairn located?**
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).

**Is Pitcairn registered with the SEC or a state?**
Pitcairn is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 333260.

**How much does Pitcairn manage?**
Pitcairn reports $5,871,259,245 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (77% discretionary).

**How have Pitcairn's assets and staff changed since 2025?**
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.

**What types of clients does Pitcairn serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (330).

**Which custodians does Pitcairn use?**
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.

**Does Pitcairn report any disciplinary disclosures?**
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

**What changed in Pitcairn's recent Form ADV filings?**
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).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- National Financial Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $5,871,259,245
- Discretionary: $4,549,837,966
- Non-discretionary: $1,321,421,279

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 330 | $5,783,029,517 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $42,641,114 |
| Charitable organizations | Fewer than 5 | $45,588,614 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2024 (1 year)
- Employees: 62 total, 37 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, CT, DC, FL, IL, MA, MD, MN, MT, NC, NE, NH, NJ, NM, NY, OH, PA, TN, TX, VA, VT, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Baltimore, MD
- New York, NY
- San Francisco, CA

### Websites listed on Form ADV (Item 1.I)
- pitcairn.com
- LinkedIn @pitcairn

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $775,801,961 | 5 | July 21, 2025 |
| October 2026 | $5,871,259,245 | 62 | March 31, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pitcairn (CRD 333260): Form ADV filing data as of October 2026.