PCA INVESTMENT ADVISORY SERVICES, INC.
CRD #123475 SEC #801-67369 CINCINNATI, OH 513.281.3366
SEC Registered
Total AUM
$3.6B
Discretionary
$1.9B
Employees
13
Clients
--
Accounts
2,056
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $3.6B | $1.9B | $1.7B | 13 | 0 |
| Jul 2024 | $2.9B | $1.5B | $1.4B | 13 | 0 |
| Mar 2024 | $2.9B | $1.5B | $1.4B | 13 | 0 |
| Apr 2023 | $2.5B | $1.2B | $1.4B | 10 | 0 |
| Mar 2023 | $2.5B | $1.2B | $1.4B | 10 | 0 |
| Mar 2023 | $2.5B | $1.2B | $1.4B | 10 | 219 |
| Mar 2022 | $1.2B | $1.2B | $51.5M | 10 | 197 |
| Mar 2021 | $993.6M | $944M | $49.6M | 9 | 192 |
| Nov 2020 | $827.9M | $778.1M | $49.7M | 9 | 187 |
| Aug 2020 | $827.9M | $778.1M | $49.7M | 9 | 187 |
| Jun 2020 | $827.9M | $778.1M | $49.7M | 8 | 187 |
| May 2020 | $827.9M | $778.1M | $49.7M | 8 | 187 |
| Mar 2020 | $827.9M | $778.1M | $49.7M | 8 | 187 |
| Mar 2019 | $426.1M | $297.6M | $128.5M | 9 | 199 |
| Oct 2018 | $1.5B | $12.4M | $1.5B | 9 | 0 |
| Apr 2018 | $1.5B | $12.4M | $1.5B | 9 | 0 |
| Mar 2018 | $1.5B | $12.4M | $1.5B | 9 | 0 |
| Mar 2018 | $1.5B | $12.4M | $1.5B | 9 | 0 |
| Mar 2018 | $1.5B | $12.4M | $1.5B | 9 | 0 |
| Feb 2018 | $1.5B | $12.4M | $1.5B | 9 | 0 |
| Mar 2017 | $1.2B | $5.9M | $1.2B | 9 | 412 |
| Mar 2017 | $1.2B | $5.9M | $1.2B | 27 | 412 |
| Mar 2017 | $1.2B | $5.9M | $1.2B | 27 | 412 |
| Mar 2016 | $841M | $5.2M | $835.7M | 27 | 412 |
| Aug 2015 | $824.1M | $376.8K | $823.7M | 27 | 378 |
| Mar 2015 | $734.3M | $0 | $734.3M | 27 | 335 |
| Oct 2014 | $689.7M | $0 | $689.7M | 27 | 400 |
| Mar 2014 | $563.9M | $0 | $563.9M | 27 | 400 |
| Mar 2013 | $389.3M | $0 | $389.3M | 27 | 323 |
| Mar 2012 | $445.9M | $0 | $445.9M | 11 | 239 |
| Feb 2012 | $417.4M | $0 | $417.4M | 11 | 136 |
| Jan 2012 | $417.4M | $0 | $417.4M | 11 | 136 |
| Dec 2010 | $381M | $0 | $381M | -- | -- |
| Jan 2008 | $128.7M | $0 | $128.7M | -- | -- |
| Aug 2007 | $5.7M | $0 | $5.7M | -- | -- |
| Nov 2006 | $5.7M | $0 | $5.7M | -- | -- |
DateJan 2025
Total AUM$3.6B
Discretionary$1.9B
Non-Disc.$1.7B
Employees13
Clients0
DateJul 2024
Total AUM$2.9B
Discretionary$1.5B
Non-Disc.$1.4B
Employees13
Clients0
DateMar 2024
Total AUM$2.9B
Discretionary$1.5B
Non-Disc.$1.4B
Employees13
Clients0
DateApr 2023
Total AUM$2.5B
Discretionary$1.2B
Non-Disc.$1.4B
Employees10
Clients0
DateMar 2023
Total AUM$2.5B
Discretionary$1.2B
Non-Disc.$1.4B
Employees10
Clients0
DateMar 2023
Total AUM$2.5B
Discretionary$1.2B
Non-Disc.$1.4B
Employees10
Clients219
DateMar 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$51.5M
Employees10
Clients197
DateMar 2021
Total AUM$993.6M
Discretionary$944M
Non-Disc.$49.6M
Employees9
Clients192
DateNov 2020
Total AUM$827.9M
Discretionary$778.1M
Non-Disc.$49.7M
Employees9
Clients187
DateAug 2020
Total AUM$827.9M
Discretionary$778.1M
Non-Disc.$49.7M
Employees9
Clients187
DateJun 2020
Total AUM$827.9M
Discretionary$778.1M
Non-Disc.$49.7M
Employees8
Clients187
DateMay 2020
Total AUM$827.9M
Discretionary$778.1M
Non-Disc.$49.7M
Employees8
Clients187
DateMar 2020
Total AUM$827.9M
Discretionary$778.1M
Non-Disc.$49.7M
Employees8
Clients187
DateMar 2019
Total AUM$426.1M
Discretionary$297.6M
Non-Disc.$128.5M
Employees9
Clients199
DateOct 2018
Total AUM$1.5B
Discretionary$12.4M
Non-Disc.$1.5B
Employees9
Clients0
DateApr 2018
Total AUM$1.5B
Discretionary$12.4M
Non-Disc.$1.5B
Employees9
Clients0
DateMar 2018
Total AUM$1.5B
Discretionary$12.4M
Non-Disc.$1.5B
Employees9
Clients0
DateMar 2018
Total AUM$1.5B
Discretionary$12.4M
Non-Disc.$1.5B
Employees9
Clients0
DateMar 2018
Total AUM$1.5B
Discretionary$12.4M
Non-Disc.$1.5B
Employees9
Clients0
DateFeb 2018
Total AUM$1.5B
Discretionary$12.4M
Non-Disc.$1.5B
Employees9
Clients0
DateMar 2017
Total AUM$1.2B
Discretionary$5.9M
Non-Disc.$1.2B
Employees9
Clients412
DateMar 2017
Total AUM$1.2B
Discretionary$5.9M
Non-Disc.$1.2B
Employees27
Clients412
DateMar 2017
Total AUM$1.2B
Discretionary$5.9M
Non-Disc.$1.2B
Employees27
Clients412
DateMar 2016
Total AUM$841M
Discretionary$5.2M
Non-Disc.$835.7M
Employees27
Clients412
DateAug 2015
Total AUM$824.1M
Discretionary$376.8K
Non-Disc.$823.7M
Employees27
Clients378
DateMar 2015
Total AUM$734.3M
Discretionary$0
Non-Disc.$734.3M
Employees27
Clients335
DateOct 2014
Total AUM$689.7M
Discretionary$0
Non-Disc.$689.7M
Employees27
Clients400
DateMar 2014
Total AUM$563.9M
Discretionary$0
Non-Disc.$563.9M
Employees27
Clients400
DateMar 2013
Total AUM$389.3M
Discretionary$0
Non-Disc.$389.3M
Employees27
Clients323
DateMar 2012
Total AUM$445.9M
Discretionary$0
Non-Disc.$445.9M
Employees11
Clients239
DateFeb 2012
Total AUM$417.4M
Discretionary$0
Non-Disc.$417.4M
Employees11
Clients136
DateJan 2012
Total AUM$417.4M
Discretionary$0
Non-Disc.$417.4M
Employees11
Clients136
DateDec 2010
Total AUM$381M
Discretionary$0
Non-Disc.$381M
Employees--
Clients--
DateJan 2008
Total AUM$128.7M
Discretionary$0
Non-Disc.$128.7M
Employees--
Clients--
DateAug 2007
Total AUM$5.7M
Discretionary$0
Non-Disc.$5.7M
Employees--
Clients--
DateNov 2006
Total AUM$5.7M
Discretionary$0
Non-Disc.$5.7M
Employees--
Clients--