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AllocatorsInvestment consultantinvestment consultant

PCA Investment Advisory Services

Allocators

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:dc4c0acb-b758-4900-a17f-792da1be9b8c

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 20, 2026, 4:29 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 1
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

RIA / Wealth Managementidentity

PCA INVESTMENT ADVISORY SERVICES, INC.

Registered adviser · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Plan clients: 2Form 5500 Schedule C
Public clients: 0
Advisory clients: 1
Institutional RAUM: $3.4BForm ADV
Discretionary RAUM: $2.3B
Pension plan clients (ADV): 292
Recommended commitments: 0derived
Latest client year end: Dec 31, 2023
CRD: 123475

Plan clients

plans naming this consultant on Form 5500 Schedule C or in their own reports

Plan	Role	From	To	Current	Evidence
R.A. Jones & Co. Inc. Company Funded Defined Benefit Plan	actuary	Jan 1, 2023	Dec 31, 2023	no	fact
The Rumpke Consolidated Companies, Inc. & Affiliates Defined Benefit Pension Plan	Investment adviser	Jul 1, 2022	Jun 30, 2023	no	fact

Relationships

Advised by (2)

← The Rumpke Consolidated Companies, Inc. & Affiliates Defined Benefit Pension PlanPlanInvestment adviser
Jul 1, 2022 to Jun 30, 2023factForm 5500
← R.A. Jones & Co. Inc. Company Funded Defined Benefit PlanPlanactuary
Jan 1, 2023 to Dec 31, 2023factForm 5500

Dated events

Occurred
Dec 31, 2023
Consultant changed
PCA Investment Advisory Services appears on R.A. Jones & Co. Inc. Company Funded Defined Benefit Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
Form 5500observed 5 days ago

Provenance

Graph: Allocators
Canonical id: dfx:al:dc4c0acb-b758-4900-a17f-792da1be9b8c
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 5 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

PCA Investment Advisory Services

Allocators

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:dc4c0acb-b758-4900-a17f-792da1be9b8c

Plan

Role

From

Current

Evidence

R.A. Jones & Co. Inc. Company Funded Defined Benefit Plan

actuary

Jan 1, 2023

Dec 31, 2023

fact

The Rumpke Consolidated Companies, Inc. & Affiliates Defined Benefit Pension Plan

Investment adviser

Jul 1, 2022

Jun 30, 2023

fact