DFX Intelligence

Allocator Intelligence

The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.

Investment consultant

PCA Investment Advisory Services

Investment consultantprobableOHCRD 123475
Advisory clients on the tape
1
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
292
filed Jul 21, 2026
ADV institutional RAUM
$3.4B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$2.3B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.78; discretionary RAUM $2.3B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
1 allocators
Other roles
1 allocators
Schedule C rows
5 rows, $57,716 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
The Rumpke Consolidated Companies, Inc. & Affiliates Defined Benefit Pension Plan202427 50NONE$10,889
R.A. Jones & Co. Inc. Company Funded Defined Benefit Plan202411 27NONE$7,884
The Rumpke Consolidated Companies, Inc. & Affiliates Defined Benefit Pension Plan202327 50NONE$15,981
R.A. Jones & Co. Inc. Company Funded Defined Benefit Plan202311 27NONE$5,218
The Rumpke Consolidated Companies, Inc. & Affiliates Defined Benefit Pension Plan202227 50NONE$17,744
Form ADV readings
  • institutional clients 292 Jul 21, 2026 reported
  • pension plan clients 292 Jul 21, 2026 reported
  • raum discretionary $2.3B Jul 21, 2026 reported
  • raum institutional $3.4B Jul 21, 2026 reported
  • raum total $4.3B Jul 21, 2026 reported
What changed