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They include 180 individual clients, 76 high-net-worth individuals, and 9 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Private Capital Advisors offer?","answer":"Private Capital Advisors provides portfolio management for individuals and small businesses and portfolio management for institutions.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Private Capital Advisors charge?","answer":"Private Capital Advisors charges 0.75%–1.25% a year for its Investment management. The fee is billed in advance and is negotiable.","source":"PRIVATE CAPITAL ADVISORS INC, filed 30 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Private Capital Advisors use?","answer":"Private Capital Advisors’ separately managed account assets are held at Pershing LLC (Jersey City, NJ), with $1.22B and J.P. Morgan Securities LLC (New York, NY), with $44M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Private Capital Advisors have?","answer":"Private Capital Advisors has 2 investment adviser representatives registered with state securities authorities, out of 6 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Private Capital Advisors invest in?","answer":"At the end of its last fiscal year, Private Capital Advisors’ separately managed accounts held 78% exchange-traded equities, 19% other, 3% cash and equivalents and 1% pooled vehicles (private funds and similar). The 19% other category is described as: Private Holdings.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Private Capital Advisors?","answer":"Private Capital Advisors is owned through a holding company by Suzanne and Ashley Andrews. Its direct owners are Private Management and Consulting Group, Inc. (75% or more) and Private Management and Consulting (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Private Capital Advisors get paid?","answer":"Private Capital Advisors is paid through a percentage of assets under management, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Private Capital Advisors registered with the SEC?","answer":"Yes, Private Capital Advisors has been registered with the SEC as an investment adviser since 20 March 2003. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}