Overview
Assets Under Management: $3.6 billion
Headquarters: CINCINNATI, OH
High-Net-Worth Clients: 178
Average Client Assets: $3 million
Frequently Asked Questions
PCA INVESTMENT ADVISORY SERVICES, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #123475), PCA INVESTMENT ADVISORY SERVICES, INC. is subject to fiduciary duty under federal law.
PCA INVESTMENT ADVISORY SERVICES, INC. is headquartered in CINCINNATI, OH.
PCA INVESTMENT ADVISORY SERVICES, INC. serves 178 high-net-worth clients according to their SEC filing dated January 17, 2025. View client details ↓
According to their SEC Form ADV, PCA INVESTMENT ADVISORY SERVICES, INC. offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
PCA INVESTMENT ADVISORY SERVICES, INC. manages $3.6 billion in client assets according to their SEC filing dated January 17, 2025.
According to their SEC Form ADV, PCA INVESTMENT ADVISORY SERVICES, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 178
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 15.60
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 2,056
Discretionary Accounts: 1,667
Non-Discretionary Accounts: 389
Regulatory Filings
CRD Number: 123475
Last Filing Date: 2025-01-17 00:00:00
Website: https://calfee.com