PENNSYLVANIA CAPITAL MANAGEMENT INC.
CRD #107648 SEC #801-50732 HUNTINGDON VALLEY, PA 215-881-7700
SEC Registered
Total AUM
$759M
Discretionary
$523.9M
Employees
10
Clients
10
Accounts
1,033
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $759M | $523.9M | $235.1M | 10 | 1 |
| Apr 2024 | $678M | $511.1M | $166.9M | 11 | 2 |
| Mar 2024 | $678M | $511.1M | $166.9M | 11 | 2 |
| Nov 2023 | $572.2M | $426.4M | $145.8M | 11 | 0 |
| Jun 2023 | $572.2M | $426.4M | $145.8M | 11 | 0 |
| Mar 2023 | $572.2M | $426.4M | $145.8M | 11 | 0 |
| Mar 2023 | $572.2M | $426.4M | $145.8M | 11 | 0 |
| Jan 2023 | $761M | $565.7M | $195.3M | 11 | 2 |
| Nov 2022 | $761M | $565.7M | $195.3M | 11 | 2 |
| Nov 2022 | $761M | $565.7M | $195.3M | 11 | 2 |
| Apr 2022 | $761M | $565.7M | $195.3M | 11 | 2 |
| Mar 2022 | $761M | $565.7M | $195.3M | 11 | 2 |
| Nov 2021 | $760.7M | $569M | $191.7M | 10 | 2 |
| Nov 2021 | $760.7M | $569M | $191.7M | 10 | 2 |
| Oct 2021 | $760.7M | $569M | $191.7M | 10 | 2 |
| Oct 2021 | $760.7M | $569M | $191.7M | 10 | 2 |
| May 2021 | $630.2M | $467.9M | $162.4M | 10 | 2 |
| May 2021 | $630.2M | $467.9M | $162.4M | 10 | 2 |
| May 2021 | $630.2M | $467.9M | $162.4M | 10 | 2 |
| Mar 2021 | $630.2M | $467.9M | $162.4M | 10 | 2 |
| Jun 2020 | $463.5M | $319.4M | $144.1M | 10 | 1 |
| Jun 2020 | $463.5M | $319.4M | $144.1M | 10 | 1 |
| Mar 2020 | $463.5M | $319.4M | $144.1M | 10 | 1 |
| Jul 2019 | $346.8M | $263M | $83.8M | 10 | 1 |
| Mar 2019 | $346.8M | $263M | $83.8M | 10 | 1 |
| Mar 2018 | $353.7M | $267.6M | $86.1M | 10 | 0 |
| Mar 2017 | $325.5M | $236.5M | $89M | 10 | 200 |
| Mar 2016 | $328.5M | $255.5M | $72.9M | 9 | 200 |
| Aug 2015 | $445.3M | $338M | $107.3M | 9 | 200 |
| Jun 2015 | $445.3M | $338M | $107.3M | 9 | 200 |
| Feb 2015 | $445.3M | $338M | $107.3M | 9 | 200 |
| Jan 2015 | $450.1M | $313.2M | $136.9M | 9 | 200 |
| Mar 2014 | $450.1M | $313.2M | $136.9M | 9 | 200 |
| Apr 2013 | $453.3M | $127.1M | $326.2M | 9 | 200 |
| Jun 2012 | $354.8M | $141.1M | $213.8M | 6 | 200 |
| Mar 2012 | $354.8M | $141.1M | $213.8M | 6 | 200 |
| Mar 2011 | $309.9M | $100.5M | $209.4M | 10 | -- |
| Mar 2008 | $290.9M | $56.9M | $234M | 10 | -- |
| Nov 2007 | $258.4M | $46.6M | $211.8M | 10 | -- |
| Mar 2007 | $258.4M | $46.6M | $211.8M | 10 | -- |
| Mar 2006 | $166M | $3.1M | $162.9M | 10 | -- |
| Mar 2004 | $133.8M | $2.5M | $131.3M | 10 | -- |
| Mar 2002 | $110.1M | $2.3M | $107.7M | 5 | -- |
DateMar 2025
Total AUM$759M
Discretionary$523.9M
Non-Disc.$235.1M
Employees10
Clients1
DateApr 2024
Total AUM$678M
Discretionary$511.1M
Non-Disc.$166.9M
Employees11
Clients2
DateMar 2024
Total AUM$678M
Discretionary$511.1M
Non-Disc.$166.9M
Employees11
Clients2
DateNov 2023
Total AUM$572.2M
Discretionary$426.4M
Non-Disc.$145.8M
Employees11
Clients0
DateJun 2023
Total AUM$572.2M
Discretionary$426.4M
Non-Disc.$145.8M
Employees11
Clients0
DateMar 2023
Total AUM$572.2M
Discretionary$426.4M
Non-Disc.$145.8M
Employees11
Clients0
DateMar 2023
Total AUM$572.2M
Discretionary$426.4M
Non-Disc.$145.8M
Employees11
Clients0
DateJan 2023
Total AUM$761M
Discretionary$565.7M
Non-Disc.$195.3M
Employees11
Clients2
DateNov 2022
Total AUM$761M
Discretionary$565.7M
Non-Disc.$195.3M
Employees11
Clients2
DateNov 2022
Total AUM$761M
Discretionary$565.7M
Non-Disc.$195.3M
Employees11
Clients2
DateApr 2022
Total AUM$761M
Discretionary$565.7M
Non-Disc.$195.3M
Employees11
Clients2
DateMar 2022
Total AUM$761M
Discretionary$565.7M
Non-Disc.$195.3M
Employees11
Clients2
DateNov 2021
Total AUM$760.7M
Discretionary$569M
Non-Disc.$191.7M
Employees10
Clients2
DateNov 2021
Total AUM$760.7M
Discretionary$569M
Non-Disc.$191.7M
Employees10
Clients2
DateOct 2021
Total AUM$760.7M
Discretionary$569M
Non-Disc.$191.7M
Employees10
Clients2
DateOct 2021
Total AUM$760.7M
Discretionary$569M
Non-Disc.$191.7M
Employees10
Clients2
DateMay 2021
Total AUM$630.2M
Discretionary$467.9M
Non-Disc.$162.4M
Employees10
Clients2
DateMay 2021
Total AUM$630.2M
Discretionary$467.9M
Non-Disc.$162.4M
Employees10
Clients2
DateMay 2021
Total AUM$630.2M
Discretionary$467.9M
Non-Disc.$162.4M
Employees10
Clients2
DateMar 2021
Total AUM$630.2M
Discretionary$467.9M
Non-Disc.$162.4M
Employees10
Clients2
DateJun 2020
Total AUM$463.5M
Discretionary$319.4M
Non-Disc.$144.1M
Employees10
Clients1
DateJun 2020
Total AUM$463.5M
Discretionary$319.4M
Non-Disc.$144.1M
Employees10
Clients1
DateMar 2020
Total AUM$463.5M
Discretionary$319.4M
Non-Disc.$144.1M
Employees10
Clients1
DateJul 2019
Total AUM$346.8M
Discretionary$263M
Non-Disc.$83.8M
Employees10
Clients1
DateMar 2019
Total AUM$346.8M
Discretionary$263M
Non-Disc.$83.8M
Employees10
Clients1
DateMar 2018
Total AUM$353.7M
Discretionary$267.6M
Non-Disc.$86.1M
Employees10
Clients0
DateMar 2017
Total AUM$325.5M
Discretionary$236.5M
Non-Disc.$89M
Employees10
Clients200
DateMar 2016
Total AUM$328.5M
Discretionary$255.5M
Non-Disc.$72.9M
Employees9
Clients200
DateAug 2015
Total AUM$445.3M
Discretionary$338M
Non-Disc.$107.3M
Employees9
Clients200
DateJun 2015
Total AUM$445.3M
Discretionary$338M
Non-Disc.$107.3M
Employees9
Clients200
DateFeb 2015
Total AUM$445.3M
Discretionary$338M
Non-Disc.$107.3M
Employees9
Clients200
DateJan 2015
Total AUM$450.1M
Discretionary$313.2M
Non-Disc.$136.9M
Employees9
Clients200
DateMar 2014
Total AUM$450.1M
Discretionary$313.2M
Non-Disc.$136.9M
Employees9
Clients200
DateApr 2013
Total AUM$453.3M
Discretionary$127.1M
Non-Disc.$326.2M
Employees9
Clients200
DateJun 2012
Total AUM$354.8M
Discretionary$141.1M
Non-Disc.$213.8M
Employees6
Clients200
DateMar 2012
Total AUM$354.8M
Discretionary$141.1M
Non-Disc.$213.8M
Employees6
Clients200
DateMar 2011
Total AUM$309.9M
Discretionary$100.5M
Non-Disc.$209.4M
Employees10
Clients--
DateMar 2008
Total AUM$290.9M
Discretionary$56.9M
Non-Disc.$234M
Employees10
Clients--
DateNov 2007
Total AUM$258.4M
Discretionary$46.6M
Non-Disc.$211.8M
Employees10
Clients--
DateMar 2007
Total AUM$258.4M
Discretionary$46.6M
Non-Disc.$211.8M
Employees10
Clients--
DateMar 2006
Total AUM$166M
Discretionary$3.1M
Non-Disc.$162.9M
Employees10
Clients--
DateMar 2004
Total AUM$133.8M
Discretionary$2.5M
Non-Disc.$131.3M
Employees10
Clients--
DateMar 2002
Total AUM$110.1M
Discretionary$2.3M
Non-Disc.$107.7M
Employees5
Clients--