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PENNSYLVANIA CAPITAL MANAGEMENT INC.

CRD 107648 · SEC 801-50732

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1841 HUNTINGDON PIKE, HUNTINGDON VALLEY, PA, 19006, United States

Phone

215-881-7700

Fax

215-572-9510

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$848.6M

Discretionary AUM

$582.5M

Team

10 total employees; 4 advisory reps; 2 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-03-26

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals91$38.2M
High net worth individuals109$777.3M

States served

CA, DE, LA, NJ, NY, PA, TX, NH, FL

All web addresses on file

Official SEC filing: View on IAPD