A complete list of active advisors currently associated with Pennsylvania Capital Management Inc.
Warmer can help you find a great advisor at Pennsylvania Capital Management Inc. or one who fits your needs even better.
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.
To learn more about the advisors currently working at Pennsylvania Capital Management Inc., 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.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)