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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

PENNSYLVANIA CAPITAL MANAGEMENT INC.

CRD 107648

HUNTINGDON VALLEY, PA

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:127e0677-0db4-07f6-4dcb-18f9bb5d067d

Data as of Mar 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:03 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 2
On other graphs: 0
Observed: Mar 12, 2012 to Mar 26, 2026
37 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=0.96 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $849MItem 5.F on the latest filing (2026-03-26); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $583M
Private client RAUM: $816MderivedItem 5.D individuals plus high net worth individuals
Private client share: 96%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $170Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 10
Advisory employees: 4
Offices: 6Schedule D 1.F, beyond the principal office
Accounts: 1,045
Individual clients: 91
High net worth clients: 109
Custody, client assets: $105M
SEC number: 801-50732
CRD: 107648
Filings on the tape: 37
First filed: Mar 12, 2012
Latest filed: Mar 26, 2026
Organised: Corporation, PA

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
IRVIN G SCHORSCH	Certified Financial Planner	HUNTINGDON VALLEY, PA	30	44	1	no
STEPHEN THOMAS PALMER	n/a	HUNTINGDON VALLEY, PA \| NAPLES, FL \| BLUE BELL, PA	20	20	n/a	no
DONNA M ZANETTI	n/a	HUNTINGDON VALLEY, PA \| JENKINTOWN, PA	13	39	1	no
Christopher Mallon	Certified Financial Planner	Malvern, PA \| HUNTINGDON VALLEY, PA	8	10	1	no
Andrew Michael Randisi	Certified Financial Planner	HUNTINGDON VALLEY, PA \| PENNSAUKEN, NJ	6	14	n/a	no

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
SCHORSCH, IRVIN, G	PRESIDENT/DIRECTOR/SECRETARY/TREASURER/CHIEF COMPLIANCE OFFICER	E	yes	08/1995	Mar 12, 2012	Apr 2, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

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

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 26, 2026	$849M	$583M	10	4	6	n/a	n/a
2024	Mar 19, 2025	$759M	$524M	10	4	5	n/a	n/a
2023	Mar 29, 2024	$678M	$511M	11	4	5	n/a	n/a
2022	Mar 25, 2023	$572M	$426M	11	4	4	n/a	n/a
2021	Mar 28, 2022	$761M	$566M	11	4	3	n/a	n/a
2020	Mar 26, 2021	$630M	$468M	10	4	3	n/a	n/a
2019	Mar 24, 2020	$463M	$319M	10	4	2	n/a	n/a
2018	Mar 29, 2019	$347M	$263M	10	4	2	n/a	n/a
2017	Mar 24, 2018	$354M	$268M	10	3	1	n/a	n/a
2016	Mar 29, 2017	$326M	$236M	10	3	n/a	n/a	n/a
2015	Mar 30, 2016	$328M	$256M	9	3	n/a	n/a	n/a
2014	Feb 10, 2015	$445M	$338M	9	3	n/a	n/a	n/a
2013	Mar 28, 2014	$450M	$313M	9	3	n/a	n/a	n/a
2012	Apr 1, 2013	$453M	$127M	9	3	n/a	n/a	n/a
2011	Mar 12, 2012	$355M	$141M	n/a	n/a	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	$849M	$759M	11.8%	$572M	14.0%	10	10	6	5

Relationships

Registered with (6)

← Andrew Michael RandisiAdvisorregistration: current employment
Oct 30, 2019 to presentfactForm ADV
← Christopher MallonAdvisorregistration: current employment
May 25, 2018 to presentfactForm ADV
← DONNA M ZANETTIAdvisorregistration: current employment
May 9, 2013 to presentfactForm ADV
← STEPHEN THOMAS PALMERAdvisorregistration: current employment
May 1, 2006 to presentfactForm ADV
← IRVIN G SCHORSCHAdvisorregistration: current employment
Apr 10, 1996 to presentfactForm ADV
← Danielle Kaye MargulisAdvisorregistration: previous registration
May 9, 2013 to Oct 18, 2017factForm ADV

Controls (1)

← SCHORSCH, IRVIN, GOwnerPRESIDENT/DIRECTOR/SECRETARY/TREASURER/CHIEF COMPLIANCE OFFICER, ownership code E, individual
Mar 12, 2012 to Apr 2, 2024factForm ADV

Dated events

Occurred
Mar 26, 2021
Regulatory AUM changed
Pennsylvania Capital Management Inc. reported RAUM $630.2M, up 36% from $463.5M (2020-06-23 to 2021-03-26)
Form ADVobserved 5 days ago
$167M
Occurred
Mar 24, 2020
Regulatory AUM changed
Pennsylvania Capital Management Inc. reported RAUM $463.5M, up 34% from $346.8M (2019-07-08 to 2020-03-24)
Form ADVobserved 5 days ago
$117M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:127e0677-0db4-07f6-4dcb-18f9bb5d067d
First observed: Mar 12, 2012
Last observed: Mar 26, 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.

PENNSYLVANIA CAPITAL MANAGEMENT INC.

CRD 107648

HUNTINGDON VALLEY, PA

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:127e0677-0db4-07f6-4dcb-18f9bb5d067d

Data as of Mar 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:03 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

IRVIN G SCHORSCH

Certified Financial Planner

HUNTINGDON VALLEY, PA

STEPHEN THOMAS PALMER

n/a

HUNTINGDON VALLEY, PA | NAPLES, FL | BLUE BELL, PA

n/a

DONNA M ZANETTI

n/a

HUNTINGDON VALLEY, PA | JENKINTOWN, PA

Christopher Mallon

Certified Financial Planner

Malvern, PA | HUNTINGDON VALLEY, PA

Andrew Michael Randisi

Certified Financial Planner

HUNTINGDON VALLEY, PA | PENNSAUKEN, NJ

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

SCHORSCH, IRVIN, G

PRESIDENT/DIRECTOR/SECRETARY/TREASURER/CHIEF COMPLIANCE OFFICER

yes

08/1995

Mar 12, 2012

Apr 2, 2024

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 26, 2026

$849M

$583M

n/a

2024

Mar 19, 2025

$759M

$524M

n/a

2023

Mar 29, 2024

$678M

$511M

n/a

2022

Mar 25, 2023

$572M

$426M

n/a

2021

Mar 28, 2022

$761M

$566M

n/a

2020

Mar 26, 2021

$630M

$468M

n/a

2019

Mar 24, 2020

$463M

$319M

n/a

2018

Mar 29, 2019

$347M

$263M

n/a

2017

Mar 24, 2018

$354M

$268M

n/a

2016

Mar 29, 2017

$326M

$236M

n/a

2015

Mar 30, 2016

$328M

$256M

n/a

2014

Feb 10, 2015

$445M

$338M

n/a

2013

Mar 28, 2014

$450M

$313M

n/a

2012

Apr 1, 2013

$453M

$127M

n/a

2011

Mar 12, 2012

$355M

$141M

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

$849M

$759M

11.8%

$572M

14.0%