CRD: 123475
PCA Investment Advisory Services, Inc.
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Matrix Trust
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 12-01-2002
- Office Locations
- 1
Office Locations
About PCA Investment Advisory Services, Inc.
PCA Investment Advisory Services is a Cincinnati-based retirement and wealth advisory firm serving local plan sponsors and their employees/participants. The team designs and manages 401(k) plans, provides third-party administration and compliance support, delivers participant education and one-on-one consultations, and offers personal wealth management and investment guidance through licensed advisors. As part of Alliance Benefit Group, PCA pairs local service with national retirement-plan resources.
Reported data analysis
What the numbers show
Between January 17, 2025 and July 21, 2026, reported AUM increased 20.4%, from $3.6B to $4.3B.
Across 5 reported observations, AUM increased 253.5% between March 25, 2022 and July 21, 2026, from $1.2B to $4.3B.
Of the latest reported AUM, 53.3% is discretionary and 46.7% is non-discretionary.
The firm reports 10 advisory representatives and 1,175 clients, or 117.5 clients per representative. That equates to $3.7M in reported AUM per client.
The profile lists 1 reported office location and 23 years in operation. The source data was last updated on July 21, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
THOMAS EDWARD SEITZ
Chairman Of The Board, President
- CRD
- #1238435
- Ownership
- 25% but less than 50%
ZACHARY MICHAEL BURNS
Managing Partner
- CRD
- #4402336
- Ownership
- 10% but less than 25%
Showing 2 of 9 owners & executives
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Justin August Dornbach
Wealth Management Advisor
- CRD
- #7254155
MARK DENNIS HOLLY
Director
- CRD
- #1834699
Showing 2 of 14 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,298,067,702 | $1,203,807 |
| Non-Discretionary | $2,016,208,475 | $7,252,548 |
| Total | $4,314,276,177 | $1,972,691 |
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Separately Managed Accounts
SMA allocation detail is available
PCA Investment Advisory Services, Inc. has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
PCA Investment Advisory Services, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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