Firm profile

PENNSYLVANIA CAPITAL MANAGEMENT INC.

HUNTINGDON VALLEY, PACRD 107648Latest ADV March 26, 2026

Pennsylvania Capital Management Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Huntingdon Valley, PA. Its latest Form ADV filing, dated March 26, 2026, reports $849M in regulatory assets under management, 10 employees, 6 offices, and 1,045 accounts.

Assets Under Management
$849M
Employees
10
Offices
6 offices
Total Clients
200
Primary office
HUNTINGDON VALLEY, PA
1841 HUNTINGDON PIKE, HUNTINGDON VALLEY, PA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOIrvin G. Schorsch

Advisory services offered

5 types reported
Financial Planning Services
Pension consulting services
Portfolio management for businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentHNWI represent 54.5% of total clients.
Top client categories% of clientsClients
1
HNWI
54.5%
109
2
Individuals
45.5%
91
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$849Mas of March 26, 2026
Discretionary68.6%
$583M
69% of total RAUM68.6%
Non-discretionary31.4%
$266M
31% of total RAUM31.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$849M
Total Accounts1,045
10Y AUM Change+$523M (+160.7%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees10
Clients per Employee20:1
10Y Employee Change0 (0.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.