SourcingSourcing

PCA INVESTMENT ADVISORY SERVICES, INC.

C22
CRD 123475·SEC 801-67369·CINCINNATI, OH
AUM
$4.31B
$1B+
Est. Revenue
$43.1M
@ 1% on AUM
Est. EBITDA
$12.9M
@ 30% margin
Est. Deal Value
$103.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PCA INVESTMENT ADVISORY SERVICES, INC.
CRD
123475
SEC file #
801-67369
EIN
593766965
DBA names
—

Economics

AUM
$4.31B
AUM band
$1B+
AUM trajectory
'20'26
$426.1M → $4.31B▲ +913%
Client mix
Individuals Other623
Pension Profit Sharing Plans292
Individuals High Net Worth249
Corporations11

Operations

Employees (total)
15
Advisory staff (per ADV)
10
Advisory staff (5-yr trend)
'20'26
9 advisors → 10 advisors▲ +11%
Primary office
CINCINNATI OH
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMHourly chargesFixed feesCommissions

Filings

Latest ADV filing
03/25/2026
ADV-W filed at
—
Website
linkedin.com/company/pension-corporation-of-america(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SEITZ, THOMAS, EDWARD
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
9
Control Persons
SEITZ, THOMAS, EDWARD
BURNS, ZACHARY, MICHAEL
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
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:pca.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
Yes
Form 5500 Plan Count
45
Form 5500 Total Compensation
1,857,263
Form 5500 Compensation Trajectory 3y
20251,724,265
2026132,998
Form 5500 Plan Count Trajectory 3y
202543
20262
Schedule C Total Compensation
1,857,263
Schedule C Service Provider Rows
45

SEC EDGAR

Edgar Cik
0001977044
Edgar Registered
Yes
Edgar Filing Count
15
Edgar First Filing Date
2023-05-16
Edgar Last Filing Date
2026-05-11
Edgar 13f Count
13
Edgar 13f Latest AUM Estimate
Filing Date2026-05-11
Accession0001977044-26-000002

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.1985
Soi Zip Pct 200k Plus
0.0794
Soi Zip Returns 200k Plus
420
Soi Zip Total AGI
565,615
Fdic Zip Total Deposits
3,170,599,000
Fdic Zip Branch Count
90
Fdic Zip Top Banks
Fifth Third Bank
Fifth Third Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (22)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
1
Bc Firm Active IA Count
11
Bc Firm IAR Count
11
Custodian Candidates
Full
Charles Schwab6
Fidelity4
E*trade4
Edgar Addresses
Mailing
2133 LURAY AVENUECINCINNATI, OH 45206
Business
2133 LURAY AVENUECINCINNATI, OH 45206
Edgar EIN
593766965
Edgar Recent Filings
13F-HR2026-05-11 · 0001977044-26-000002
13F-HR2026-02-10 · 0001977044-26-000001
Fdic Zip Branches Raw
The Huntington National BankCincinnati, OH
PNC Bank, Ohio, National AssociationCincinnati, OH
Fdic Zip HHI
2163.91
Fdic Zip Top Bank Share Pct
32.7
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI20,627
Returns1,600
Stub 2
AGI48,418
Returns1,300
Stub 3
AGI52,248
Returns850
Soi Zip Total Business Income
18,650
Soi Zip Total Cap Gains
88,462
Soi Zip Total Dividends
28,161
Soi Zip Total Returns
5,290
Top Owner CRD
1238435
Trust Company Affiliate
No

People (14)

14
SEITZ, THOMAS, EDWARD
IAR · Direct Owner · 37.5%
1238435
BURNS, ZACHARY, MICHAEL
IAR · Direct Owner · 17.5%
4402336
SEITZ, JUSTIN, EDWARD
IAR · Direct Owner · 17.5%
5273437
JANSZEN, MARK, ANTHONY
IAR · Direct Owner · 17.5%
5403890
PRIESTLE, SETH, ROBERT
IAR · Direct Owner · 7.5%
6322781
JAMES ROBERT ECKERLE
Executive Officer · 2.5%
1656209
SEITZ, KAREN, ANN
Executive Officer · 2.5%
4644851
Hayes, Patrick, Daniel
Executive Officer · 2.5%
6571587
Karey Ann Williams
Executive Officer · 2.5%
1394426
Matthew David Mullins
IAR
7497090
Justin August Dornbach
IAR
7254155
Timothy Mark O'Conner
IAR
6621208
CARRIE AMANDA LUCAS
IAR
5537773
MARK DENNIS HOLLY
IAR
1834699