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PCA INVESTMENT ADVISORY SERVICES, INC.

CINCINNATI, OH · CRD 123475 · IAPD ↗ · 513.281.3366

$4.31BRegulatory AUM
10Advisory reps
15Employees
0Clients
More than 500Planning clients
0Private funds
18States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
April 2026 — PCA INVESTMENT ADVISORY SERVICES, INC. notice-filed in IA, MA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
30
February 2025 — PCA INVESTMENT ADVISORY SERVICES, INC. changed its website from pencorp.com to mypencorp.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
51
February 2025 — PCA INVESTMENT ADVISORY SERVICES, INC. notice-filed in AZ, LA, MI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
February 2025 — PCA INVESTMENT ADVISORY SERVICES, INC. reports More than 500 financial-planning clients, up from 251-500.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
51
April 2024 — PCA INVESTMENT ADVISORY SERVICES, INC. notice-filed in CA, CO, TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.