Falists
← Back to search

PCA INVESTMENT ADVISORY SERVICES, INC.

CRD 123475 · SEC 801-67369

Visit website

2133 LURAY AVENUE, CINCINNATI, OH, 45206, United States

Phone

513.281.3366

Fax

513.281.3389

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$4.31B

Discretionary AUM

$2.30B

Team

15 total employees; 10 advisory reps

Clients

More than 500

Fees

Percentage of AUM; Hourly charges; Fixed fees; Commissions; MUTUAL FUND REIMBURSEMENTS (SUB TA FEE)

Org form

Corporation

Filing date

2026-03-25

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals623$183.9M
High net worth individuals249$761.7M
Pension/profit sharing plans292$3.36B
Corporations/business entities11$8.2M

States served

AZ, CA, CO, GA, IL, IN, IA, KY, LA, MA, MI, OH, SC, TN, VA, TX, CT, FL

All web addresses on file

Official SEC filing: View on IAPD