CRD: 107648
Pennsylvania Capital Management Inc.
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- Custodian
- Charles Schwab & Company · National Advisors Trust · Tiaa
- Clients
- Retail and Institutional
- Platforms
- Pathway signal
- Established Date
- 12-04-1995
- Office Locations
- 1
Office Locations
About Pennsylvania Capital Management Inc.
Pennsylvania Capital Management is a fiduciary wealth management firm serving high-net-worth individuals, families, and high-income earners. PCM provides holistic financial planning and comprehensive investment guidance spanning tax, estate/legacy, charitable giving, risk management, and business planning (including exit and succession). Unique: the team negotiates major purchases on clients’ behalf, and founder Irvin G. Schorsch III is a published author.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
IRVIN G SCHORSCH III
Chief Compliance Officer, DIRECTOR, President, Secretary, TREASURER
- CRD
- #1051228
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Christopher Mallon
Financial Advisor, General Partner
- CRD
- #6702234
STEPHEN THOMAS PALMER III
Consultant
- CRD
- #5104188
Vector legacy
Glacier quantum
- CRD
- #29762
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $582,538,110 | $649,429 |
| Non-Discretionary | $266,107,354 | $1,798,023 |
| Total | $848,645,464 | $812,101 |
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Separately Managed Accounts
Total SMA Asset: $848,645,464
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $364,310,456 | 14.1% |
| Public Funds | $258,376,210 | 10.0% |
| Cash | $744,123,484 | 28.8% |
| Private Funds | $524,503,705 | 20.3% |
| Municipal Bonds | $263,543,734 | 10.2% |
| U.S. Government/Agency | $428,904,507 | 16.6% |
| Total | $2,583,762,096 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MATRIX HORIZON | MATRIX GLACIER | K7ORWCP0R | AJP | 5.66% | $1,824,400 |
| CAPITAL BRIDGE TIMBER | NORTH MERIDIAN | TAE5W4IIE | ZOOQI | 12.43% | $90,601,235 |
| MOMENTUM FUSION | FOCUS UNISON | TLDIX69C4 | UXY | 7.72% | $42,657,841 |
| WAVE ELEMENT SUMMIT | HORIZON SIGNAL | C2OESAWVW | LSY | 1.50% | $26,217,901 |
| EMBER FOCUS | QUANTUM SIGNAL | 300W7XS2Y | RJQJY | 1.95% | $12,775,308 |
| EAGLE PIONEER HORIZON | MOMENTUM MOMENTUM | LYD4G6MQX | XLT | 6.35% | $37,545,473 |
| FRONTIER CAPITAL OPTIMA | SIGNAL WAVE | VPXA79PAJ | ZZM | 3.11% | $84,814,302 |
| FRONTIER INSIGHT | BRIDGE DELTA | 1E5PAFUPM | MGA | 6.22% | $66,316,852 |