Asset ManagerRIA · CRD 123475SEC-Registered

Updated:

PCA Investment Advisory Services

PCA Investment Advisory Services, Inc. is an SEC-registered investment adviser in Cincinnati, Ohio, registered since 2006. The firm manages approximately $4.3...

PCA Investment Advisory Services

PCA Investment Advisory Services, Inc. is an SEC-registered investment adviser in Cincinnati, Ohio, registered since 2006. The firm manages approximately $4.3 billion in assets, with $2.3 billion managed on a discretionary basis. It employs 15 staff members and 10 investment advisers.

General information

Firm type

Asset Manager

Year founded

AUM

Undisclosed

Location

Region

Country

City

Corporate office

Frequently asked questions

Is PCA Investment Advisory Services a single family office?

No. Based on its SEC registration as an investment adviser, it operates as an asset manager serving multiple clients, not a single-family office. There is no indication it manages capital for a single ultra-high-net-worth family or that it restricts its client base to one wealth source.

What is PCA Investment Advisory Services' known investment approach?

The firm provides portfolio management and financial planning, likely emphasizing traditional liquid asset classes. There is no public record of direct private investments, venture capital deals, or participation in fund commitments. Its regulatory filings suggest a standard fiduciary advisory model rather than a specialized alternative-investment strategy.

Does PCA Investment Advisory Services have any disclosed institutional track record?

No. The firm does not publish performance data, case studies, or named portfolio holdings. No audits, investor letters, or institutional track records are available in the public domain. For allocators requiring transparency, this absence of public performance data would require direct inquiry during initial manager meetings.

Who runs PCA Investment Advisory Services?

The firm has not publicly named its chief investment officer, managing partners, or other key decision-makers. Its Form ADV does not list any individuals in a manner that associates them with a public profile or institutional track record.

Where is PCA Investment Advisory Services headquartered?

The specific headquarters address is not publicly confirmed through the firm's own website or corporate communications. Public filings indicate it is a U.S.-based registered investment adviser, but no street address is readily associated with a verified source.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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