Pennsylvania Capital Management Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Pennsylvania Capital Management is an SEC-registered investment adviser that provides individualized investment management, consulting, financial planning, and private fund advice to individuals, high-net-worth clients, pension plans, corporations, trusts, estates, and charitable organizations. As of December 31, 2025, the firm reported approximately $848.6 million in assets under management across about 1,045 accounts and offers services including separately managed account programs and an automated iRebal™ portfolio service through Schwab.
The firm builds client profiles to determine asset allocation and manages portfolios using a mix of mutual funds, ETFs, individual equities and fixed income, with services available on both discretionary and non-discretionary bases. PCM also recommends and monitors unaffiliated separate managers (including Coho Partners), employs tactical asset management informed by third‑party trading signals, and offers tax‑aware automated rebalancing and tax‑loss harvesting through its PCMAS platform.
Compared with many peer teams, PCM operates from multiple offices (seven), uses third‑party introducers and endorsements in its business development (including compensated promoters and listings on sites where the firm’s president contributes), and expressly permits use of derivatives in managed strategies—discussing options transactions such as covered calls and the potential for ETFs or SMA strategies to have derivative exposure. These practices, along with its mix of in‑house, third‑party SMA allocations and tactical overlays, distinguish aspects of PCM’s service model relative to typical team firms.
Client services
Expertise
Occupation focus
Fee options
Financial planning and consulting services at negotiated fixed fee based on complexity and time estimates
$0 - $5,000,000: Investment Consulting Services: 1.50% down to 0.75% $0 - $5,000,000: Investment Management Services: 1.35% down to 0.50% $0 - $5,000,000: Tactical Asset Management Services: 1.95% down to 1.30% $5,000+: PCM Automated Strategies (PCMAS): 1.0% up to 1.5%
Up to $750 per hour for senior planners; $275 per hour for associate planners; administrative charges up to $125 per hour, plus expenses
Account minimum: $1,000,000 Fee-only: Fee-only basis for PCM Automated Strategies (PCMAS); no commissions or other fees paid to Schwab by clients
Main office
1841 Huntingdon Pike
Huntingdon Valley PA 19006
Advisors at this office
5
Most active in
California · Delaware · Florida · Louisiana · New Hampshire · New Jersey · New York · Pennsylvania · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Irvin S
CFP®, Series 63, Series 65
Huntingdon Valley, PA
Pennsylvania Capital Management Inc.
Irvin Schorsch is a CFP® with 29 years of industry experience and has been with Pennsylvania Capital Management Inc. since 1995. He holds Series 63 and Series 65 licenses and is based in Huntingdon Valley, PA. Pennsylvania Capital Management provides investment consulting, portfolio management, financial planning, and access to private investment funds and automated strategies. The firm serves individuals, pension and profit-sharing plans, trusts, estates, corporations, and charitable organizations, offering tailored asset allocations implemented through various investment vehicles and ongoing portfolio monitoring.
Andrew R
CFP®
Huntingdon Valley, PA
Pennsylvania Capital Management Inc.
Andrew Randisi is a CFP® professional with six years of industry experience, currently serving at Pennsylvania Capital Management Inc. since 2016. He previously worked at Drexel University for five years. Pennsylvania Capital Management is an SEC-registered investment adviser that serves individuals, high-net-worth clients, pension plans, corporations, trusts, estates, and charitable organizations. The firm manages approximately $848.6 million in assets using a combination of mutual funds, ETFs, individual equities, fixed income, and tactical asset management, offering both discretionary and non-discretionary services.
Christopher M
CFP®, Series 65
Huntingdon Valley, PA
Pennsylvania Capital Management Inc.
Christopher Mallon is a CFP® and Series 65-licensed financial advisor with nine years of industry experience. He has been with Pennsylvania Capital Management Inc. since 2018 and previously worked at Hobbs Group Advisors, LLC. The firm provides individualized investment management, consulting, financial planning, and private fund advice to a broad client base, including individuals, high-net-worth clients, pension plans, corporations, trusts, estates, and charitable organizations. Pennsylvania Capital Management manages approximately $848.6 million in assets and employs a mix of mutual funds, ETFs, individual equities, fixed income, and tactical asset management, offering both discretionary and non-discretionary services across multiple offices.
Stephen P
Series 65
Huntingdon Valley, PA
Pennsylvania Capital Management Inc.
Stephen Palmer is a financial advisor at Pennsylvania Capital Management Inc. in Naples, FL, with 19 years of industry experience. He holds a Series 65 designation and has been with Pennsylvania Capital Management since 2005. Pennsylvania Capital Management provides investment consulting, portfolio management, financial planning, and access to private investment funds and automated strategies. The firm serves a range of clients including individuals, pension plans, trusts, and charitable organizations, offering customized asset allocations implemented through various investment vehicles and ongoing portfolio monitoring.
Donna Z
Series 63, Series 65
Huntingdon Valley, PA
Pennsylvania Capital Management Inc.
Donna Zanetti is a financial advisor at Pennsylvania Capital Management Inc. with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Purshe Kaplan Sterling Investments since 2014. Zanetti has been with Pennsylvania Capital Management Inc. since 2006. Pennsylvania Capital Management provides investment consulting, portfolio management, financial planning, and access to private investment funds and automated strategies. The firm serves individuals, pension and profit-sharing plans, trusts, estates, corporations, and charitable organizations, offering customized asset allocations implemented through various investment vehicles and ongoing portfolio monitoring.
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