A complete list of active advisors currently associated with Peirce Capital Management, LLC

Warmer can help you find a great advisor at Peirce Capital Management, LLC or one who fits your needs even better.

Peirce Capital Management (PCM) is a registered investment adviser run by a five‑advisor team that manages about $534,142,874 on a discretionary basis for roughly 165 clients, serving individuals (including high‑net‑worth), trusts, qualified retirement plans, charitable organizations and businesses. In addition to ongoing investment management, the firm provides retirement plan advisory services and consults on financial planning topics such as income and estate tax planning, college planning, insurance analysis and trust design. PCM’s investment approach is grounded in Modern Portfolio Theory and a long‑term, buy‑and‑hold orientation, implementing client Investment Policy Statements primarily with no‑load mutual funds and ETFs (notably DFA, Vanguard, Bridgeway and AQR) and using tools such as Monte Carlo simulations to inform asset allocation. The firm commonly acts as co‑advisor to third‑party money managers (TPMMs), may engage independent managers like AQR for individual security portfolios, and uses Focus Partners Advisor Solutions (FPAS) for trade processing, fee collection and back‑office support. Noteworthy details in the brochure include PCM’s routine reliance on third‑party service relationships — FPAS for sub‑advisory and operational services and DFA for referral and educational support — and its willingness to use less‑liquid vehicles (such as interval funds) and separately managed fixed‑income portfolios when suitable. The brochure also discloses marketing assistance from vendors and the firm’s use of client testimonials in advertising, a practice that is uncommon among comparable team firms, and a typical $1,000,000 minimum for investment management engagements.

To learn more about the advisors currently working at Peirce Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.