CRD: 317930
Private Capital Asset Management LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 11-01-2021
- Office Locations
- 1
Office Locations
About Private Capital Asset Management LLC
Private Capital Asset Management provides investment management and family office services, pairing portfolio construction with coordinated planning support for complex client needs. With a multi-office presence across the Northeast and South, it highlights deep experience (20+ employees; avg 28 years on the investment team) and custody at Pershing.
Reported data analysis
What the numbers show
Between March 31, 2025 and March 30, 2026, reported AUM increased 7.9%, from $12.0M to $13.0M.
Across 3 reported observations, AUM increased 506.6% between June 5, 2024 and March 30, 2026, from $2.1M to $13.0M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 8 clients, or 2.7 clients per representative. That equates to $1.6M in reported AUM per client.
The profile lists 1 reported office location and 4 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Private Capital Asset Management LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Private Capital Asset Management LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MATTHEW CHASE ANDREWS
President, Senior Portfolio Manager
- CRD
- #5232358
- Ownership
- Less than 5%
IAN ANDREW MCLAUGHLIN
Chief Compliance Officer, EXECUTIVE VICE PRESIDENT
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,988,420 | $1,443,158 |
| Non-Discretionary | $0 | -- |
| Total | $12,988,420 | $1,443,158 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Private Capital Asset Management LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2025
Review the latest reported holdings
Private Capital Asset Management LLC's 13F holdings detail is available for Q1 2025, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
Continue browsing