SourcingSourcing

PENNSYLVANIA CAPITAL MANAGEMENT INC.

B58
CRD 107648·SEC 801-50732·HUNTINGDON VALLEY, PA
AUM
$848.6M
$500M-$1B
Est. Revenue
$8.5M
@ 1% on AUM
Est. EBITDA
$2.5M
@ 30% margin
Est. Deal Value
$20.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PENNSYLVANIA CAPITAL MANAGEMENT INC.
CRD
107648
SEC file #
801-50732
EIN
232815817
DBA names
—

Economics

AUM
$848.6M
AUM band
$500M-$1B
AUM trajectory
'20'26
$346.8M → $848.6M▲ +145%
Client mix
Individuals High Net Worth109
Individuals Other91

Operations

Employees (total)
10
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
4 advisors → 4 advisors▬ 0%
Primary office
HUNTINGDON VALLEY PA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/26/2026
ADV-W filed at
—
Website
linkedin.com/company/pcmadvisors(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SCHORSCH, IRVIN, G
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
SCHORSCH, IRVIN, G
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:pennsylvania.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
1
Form 5500 Total Participants
12
Form 5500 Compensation Trajectory 3y
20240
Form 5500 Plan Count Trajectory 3y
20241
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0001004140
Edgar Registered
Yes
Edgar Filing Count
28
Edgar First Filing Date
2020-01-28
Edgar Last Filing Date
2026-04-28
Edgar 13f Count
26
Edgar 13f Latest AUM Estimate
Filing Date2026-04-28
Accession0001004140-26-000003

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
5
Bc Firm IAR Count
5
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
1841 HUNTINGDON PIKEHUNTINGDON VALLEY, PA 19006
Business
1841 HUNTINGDON PIKEHUNTINGDON VALLEY, PA 19006
Edgar EIN
232815817
Edgar Recent Filings
13F-HR2026-04-28 · 0001004140-26-000003
13F-HR2026-01-26 · 0001004140-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
1051228
Trust Company Affiliate
No

People (5)

5
SCHORSCH, IRVIN, G
IAR · Direct Owner · 87.5%
1051228
STEPHEN THOMAS PALMER
IAR
5104188
Andrew Michael Randisi
IAR
7190191
Christopher Mallon
IAR
6702234
DONNA M ZANETTI
IAR
1518208