Pca Investment Advisory Services, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Cincinnati, OH. Its latest Form ADV filing, dated March 25, 2026, reports $4.3B in regulatory assets under management, 15 employees, and 2,187 accounts.
Portfolio management for individuals and small businesses
Fee models offered
5 types reported
Asset based fees
Commissions
Fixed fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 53.0% of total clients.
Top client categories% of clientsClients
1
Individuals
53.0%
623
2
Pension Plans
24.9%
292
3
HNWI
21.2%
249
4
Corporations
0.9%
11
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$4.3Bas of March 25, 2026
Discretionary53.3%
$2.3B
53% of total RAUM53.3%
Non-discretionary46.7%
$2.0B
47% of total RAUM46.7%
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.
Total AUM$4.3B
Total Accounts2,187
10Y AUM Change+$3.1B (+258.3%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees15
Clients per Employee78:1
10Y Employee Change+6 (+66.7%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.