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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

PRIVATE CLIENT ASSET MANAGEMENT, INC.

CRD 147052

MASSAPEQUA, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0947c5a2-ca92-dd47-1707-d5cda7ef44d2

Data as of Apr 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:39 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Mar 16, 2012 to Apr 16, 2026
23 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

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

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=2.0
Regulatory AUM: $181MItem 5.F on the latest filing (2026-04-16); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $181M
Private client RAUM: $181MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $90.6Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 2
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 642
Individual clients: 152
High net worth clients: 92
SEC number: 801-74655
CRD: 147052
Filings on the tape: 23
First filed: Mar 16, 2012
Latest filed: Apr 16, 2026
Organised: Corporation, NY
Website: pcaminvest.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JOSEPH LEO DOWNEY	Certified Financial Planner\|Chartered Financial Consultant	MASSAPEQUA, NY	15	28	n/a	yes
TODD MATTHEW DUDONIS	Certified Financial Planner	MASSAPEQUA, NY	11	29	1	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
DOWNEY, JOSEPH, LEO	PRESIDENT/CHIEF COMPLIANCE OFFICER	E	yes	03/2008	Mar 16, 2012	Jun 3, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 14 of 15

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 16, 2026	$181M	$181M	2	2	0	n/a	n/a
2024	Jan 3, 2025	$162M	$162M	2	2	0	n/a	n/a
2023	Jan 26, 2024	$134M	$134M	2	2	0	n/a	n/a
2022	Jan 9, 2023	$108M	$108M	2	2	0	n/a	n/a
2021	Jan 14, 2022	$126M	$126M	2	2	0	n/a	n/a
2020	Jan 8, 2021	$101M	$101M	2	2	0	n/a	n/a
2019	Jan 8, 2020	$82.5M	$82.5M	2	2	0	n/a	n/a
2018	Jan 11, 2019	$66.8M	$66.8M	2	2	0	n/a	n/a
2017	Jan 5, 2018	$69.0M	$69.0M	2	2	0	n/a	n/a
2016	Jan 4, 2017	$82.7M	$82.7M	2	2	n/a	n/a	n/a
2015	Jan 5, 2016	$76.1M	$76.1M	2	2	n/a	n/a	n/a
2014	Mar 31, 2015	$73.9M	$73.9M	1	1	n/a	n/a	n/a
2013	Mar 4, 2014	$74.0M	$74.0M	1	1	n/a	n/a	n/a
2012	Mar 6, 2013	$54.0M	$54.0M	1	1	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$181M	$162M	11.8%	$108M	18.7%	2	2	0	0

Relationships

Registered with (2)

← TODD MATTHEW DUDONISAdvisorregistration: current employment
Jun 12, 2015 to presentfactForm ADV
← JOSEPH LEO DOWNEYAdvisorregistration: current employment
Sep 13, 2011 to presentfactForm ADV

Controls (1)

← DOWNEY, JOSEPH, LEOOwnerPRESIDENT/CHIEF COMPLIANCE OFFICER, ownership code E, individual
Mar 16, 2012 to Jun 3, 2024factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0947c5a2-ca92-dd47-1707-d5cda7ef44d2
First observed: Mar 16, 2012
Last observed: Apr 16, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
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.

PRIVATE CLIENT ASSET MANAGEMENT, INC.

CRD 147052

MASSAPEQUA, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0947c5a2-ca92-dd47-1707-d5cda7ef44d2

Data as of Apr 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:39 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JOSEPH LEO DOWNEY

Certified Financial Planner|Chartered Financial Consultant

MASSAPEQUA, NY

n/a

yes

TODD MATTHEW DUDONIS

Certified Financial Planner

MASSAPEQUA, NY

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DOWNEY, JOSEPH, LEO

PRESIDENT/CHIEF COMPLIANCE OFFICER

yes

03/2008

Mar 16, 2012

Jun 3, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 16, 2026

$181M

n/a

2024

Jan 3, 2025

$162M

n/a

2023

Jan 26, 2024

$134M

n/a

2022

Jan 9, 2023

$108M

n/a

2021

Jan 14, 2022

$126M

n/a

2020

Jan 8, 2021

$101M

n/a

2019

Jan 8, 2020

$82.5M

n/a

2018

Jan 11, 2019

$66.8M

n/a

2017

Jan 5, 2018

$69.0M

n/a

2016

Jan 4, 2017

$82.7M

n/a

2015

Jan 5, 2016

$76.1M

n/a

2014

Mar 31, 2015

$73.9M

n/a

2013

Mar 4, 2014

$74.0M

n/a

2012

Mar 6, 2013

$54.0M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$181M

$162M

11.8%

$108M

18.7%