Pennsylvania Capital Management Inc.
● SEC registered since 1995CRD 107648SEC# 801-50732Huntingdon Valley, PA
Reg. AUM
$848.6M
Employees
10
Accounts
1,045
Location
Huntingdon Valley, PA
Pennsylvania Capital Management Inc. assets under management
Pennsylvania Capital Management Inc. is an SEC-registered investment adviser based in Huntingdon Valley, PA. The firm has been registered since 1995. It reports $848.6 million in regulatory assets under management and employs 10 people.
Pennsylvania Capital Management Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Irvin G Schorsch Control | President/Director/Secretary/Treasurer/Chief Compliance Officer | Over 75% | 1995 |
Frequently asked questions
How much does Pennsylvania Capital Management Inc. manage?
Pennsylvania Capital Management Inc. reports $848.6 million in regulatory assets under management on its Form ADV.
How many employees does Pennsylvania Capital Management Inc. have?
Pennsylvania Capital Management Inc. reports 10 employees.
Where is Pennsylvania Capital Management Inc. located?
Pennsylvania Capital Management Inc. is based in Huntingdon Valley, PA and has been SEC-registered since 1995.
Does Pennsylvania Capital Management Inc. disclose fund performance?
Pennsylvania Capital Management Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1841 Huntingdon Pike, Huntingdon Valley, PA 19006 |
| Phone | 215-881-7700 |
| Fax | 215-572-9510 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$848.6M▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 36%
Larger than 64% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$848.6Mregulatory AUM
Discretionary $582.5MNon-discretionary $266.1M