Clients
PNC Capital Advisors serves 238 clients, 138 of them corporations and other businesses. The average client has about $214 million with the firm.
- Banking or thrift institutions1 clients18%
- Pooled investment vehicles1 clients2%
- Pension and profit-sharing plans16 clients2%
- Charitable organizations26 clients2%
- State or municipal government entities40 clients34%
- OtherInsurance companies, Corporations and other businesses41%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Banking or thrift institutions | 1 | $9,219,127,053 | 18.1% | $9.22B |
| Pooled investment vehicles | 1 | $1,226,025,076 | 2.4% | $1.23B |
| Pension and profit-sharing plans | 16 | $1,243,974,857 | 2.4% | $77.7M |
| Charitable organizations | 26 | $1,036,584,342 | 2.0% | $39.9M |
| State or municipal government entities | 40 | $17,242,620,420 | 33.9% | $431.1M |
| Insurance companies | 16 | $5,989,129,563 | 11.8% | $374.3M |
| Corporations and other businesses | 138 | $14,921,627,486 | 29.3% | $108.1M |
| Total | 238 | $50,879,088,797 | 100% | $213.8M |
- Clients
- 1
- Regulatory AUM
- $9,219,127,053
- Share
- 18.1%
- Avg. per client
- $9.22B
- Clients
- 1
- Regulatory AUM
- $1,226,025,076
- Share
- 2.4%
- Avg. per client
- $1.23B
- Clients
- 16
- Regulatory AUM
- $1,243,974,857
- Share
- 2.4%
- Avg. per client
- $77.7M
- Clients
- 26
- Regulatory AUM
- $1,036,584,342
- Share
- 2.0%
- Avg. per client
- $39.9M
- Clients
- 40
- Regulatory AUM
- $17,242,620,420
- Share
- 33.9%
- Avg. per client
- $431.1M
- Clients
- 16
- Regulatory AUM
- $5,989,129,563
- Share
- 11.8%
- Avg. per client
- $374.3M
- Clients
- 138
- Regulatory AUM
- $14,921,627,486
- Share
- 29.3%
- Avg. per client
- $108.1M
Total
- Clients
- 238
- Regulatory AUM
- $50,879,088,797
- Share
- 100%
- Avg. per client
- $213.8M
What it does
PNC Capital Advisors provides portfolio management for pooled vehicles, portfolio management for institutions and other activities. It is paid through a percentage of assets and fixed fees.
PNC Capital Advisors provided financial planning to 0 clients last fiscal year and advises no private funds.
100.0% of assets ($50.88B across 624 accounts) are managed with discretion. 1% of clients are outside the U.S., and 1 clients received advice without assets under management last fiscal year.
What the accounts hold
- Funds4%
- Bonds55%
- U.S. government and agency bonds32%
- Investment grade corporate bonds23%
- Cash41%
Custodians
PNC Capital Advisors’ client accounts are held mainly at PNC Bank, N.A., with 69% of managed assets. PNC Capital Advisors has custody of client assets.
- PNC Bank, N.A.PNC Bank, N.A. · Pittsburgh, PA · $35.24B69%
- All other custodians$15.64B31%
Ownership and leadership
PNC Bank, National Association owns 75% or more of PNC Capital Advisors.
- Owns 75% or more of PNC Capital Advisors LLC
PNC Bank, National Association
Control person · since September 2009
- Owns 75% or more of PNC Capital Advisors LLC
The PNC Financial Services Group, Inc.
Control person · since March 2007
Leadership
- Michael WilsonChairman & President.
- Marc YurkoChief Financial Officer
- Thomas RusChief Compliance Officer
- Amanda AgatiManager, Board of Managers
- Thomas HarringtonChief Risk Officer
- Dennis MocarskiManager, Board of Managers
- Sean RhoderickManager, Board of Managers and Chief Investment Officer
- David SandersManager, Board of Managers
Staff
- 258 employees
- 22 in advisory functions
- 18 state-registered reps
- 19 broker-dealer reps
Fees
PNC Capital Advisors is paid through a percentage of assets under management and fixed fees (other than subscription fees).
PNC Capital Advisors’ fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, PNC Capital Advisors has 4 offices, with 5 listed addresses across 5 states.
Illinois · 1 listed address
- One North Franklin ST, Chicago
Maryland · 1 listed address
- One East Pratt Street, Fifth Floor - East, BaltimoreHQ
North Carolina · 1 listed address
- 301 Fayetteville ST, Raleigh
Ohio · 1 listed address
- 1900 East 9th Street, Cleveland
Texas · 1 listed address
- 200 Crescent Court Suite 400, Dallas
Registration details
- Legal name
- PNC Capital Advisors LLC
- Headquarters
- One East Pratt Street, Fifth Floor - East, Baltimore, MD 21202
- Phone
- 216-222-3921
- Website
- www.pnccapitaladvisors.com
- SEC file
- 801-70684
- Structure
- Delaware LLC
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does PNC Capital Advisors have?
PNC Capital Advisors has 238 clients and manages $50.9 billion for them, as of March 2026. They include 138 corporations and other businesses, 40 state or municipal government entities and 26 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026
What services does PNC Capital Advisors offer?
PNC Capital Advisors provides portfolio management for pooled vehicles, portfolio management for institutions and other activities.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does PNC Capital Advisors use?
PNC Capital Advisors’ separately managed account assets are held at PNC Bank, N.A. (Pittsburgh, PA), with $35,240,335,262. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 March 2026
How many financial advisors does PNC Capital Advisors have?
PNC Capital Advisors has 18 investment adviser representatives registered with state securities authorities, out of 258 employees, and 22 perform investment advisory functions. 19 are registered representatives of a broker-dealer and 0 are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does PNC Capital Advisors invest in?
At the end of its last fiscal year, PNC Capital Advisors’ separately managed accounts held 41% cash and equivalents, 32% U.S. government and agency bonds, 23% investment grade corporate bonds and 4% pooled vehicles (private funds and similar). It advises no private funds of its own.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns PNC Capital Advisors?
PNC Capital Advisors’ direct owners are PNC Bank, National Association (75% or more) and the PNC Financial Services Group, Inc. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 27 March 2026
How does PNC Capital Advisors get paid?
PNC Capital Advisors is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file