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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Matrix Trust
- Clients
- Retail and Institutional
- Platforms
- RadialAtlas +more
- 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.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
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%
Fusion zenith
Signal ember
- CRD
- #54140
- Ownership
- 32.0%
Showing 2 of 9 owners & executives
Unlock allContacts
Justin August Dornbach
Wealth Management Advisor
- CRD
- #7254155
MARK DENNIS HOLLY
Director
- CRD
- #1834699
Atlas wave
Foundation optima prime
- CRD
- #88944
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
Total SMA Asset: $4,314,276,177
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $979,152,035 | 36.6% |
| Cash | $749,078,060 | 28.0% |
| Equity - Exchange | $947,048,689 | 35.4% |
| Total | $2,675,278,784 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VITAL PATHWAY OAK | SUMMIT RADIAL | XBOB8QC0D | RRRE | 3.17% | $36,865,005 |
| TIMBER SIGNAL | VALUE PEAK | XO9TE6IHB | TNWFW | 11.40% | $74,167,223 |
| MERIDIAN OAK BEACON | TIMBER UNISON | SJ7J5AEWP | CNGD | 2.29% | $48,986,770 |
| INSIGHT EMBER WAVE | ELEMENT RADIAL | AV34EXCH6 | RDR | 1.11% | $2,853,543 |
| OAK ATLAS | VALUE RIDGE | F7W3K6L79 | KWL | 5.55% | $94,961,132 |
| ELEMENT TIMBER | WAVE FOUNDATION | 3E5QW0RVZ | QXHBD | 11.09% | $9,278,301 |
| OAK CATALYST VECTOR | SIGNAL DELTA | 75983D5GB | SRPD | 1.33% | $102,511,397 |
| MERIDIAN BRIDGE OPTIMA | BRIDGE PEAK | SP00WDCX0 | YPJW | 2.55% | $52,144,794 |