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PRIVATE CAPITAL ADVISORS, INC.
CRD 125771 · SEC 801-61877
23 OLD KINGS HIGHWAY SOUTH, SUITE 200, DARIEN, CT, 06820, United States
Phone
347-960-4520
Fax
(203) 655-2909
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.28B
Discretionary AUM
$1.28B
Team
6 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 180 | $35.9M |
| High net worth individuals | 76 | $1.19B |
| Pension/profit sharing plans | 1 | $722K |
| Charitable organizations | 4 | $35.3M |
| Corporations/business entities | 9 | $20.8M |
States served
CA, NY, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD