Private Capital Advisors, Inc.
SEC RegisteredAbout the firm
Private Capital Advisors is an employee-owned, independent investment advisory firm with no products. Their mission is to responsibly manage client assets with discipline, conviction, and integrity, operating with operational transparency for both employees and clients.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management including actively managed, long-term focused, and tax-efficient client portfolios. Portfolios are tailored to individual clients using a fundamental, bottom-up investment approach combined with macro awareness. The firm also provides a custom online client reporting portal and publishes quarterly investment insights and market commentary.
Who they serve
Individual clients
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 180 | $36M |
| High Net Worth Individuals | 76 | $1.2B |
| Charitable Organizations | 1 | $722k |
| State/Municipal Entities | 4 | — |
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $3,000,000 | 1.25% |
| Next $20,000,000 | 1.00% |
| Over $23,000,000 | 0.75% |
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Private Capital Advisors, Inc. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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