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PRIVATE CAPITAL ADVISORS, INC.

DARIEN, CT · CRD 125771 · IAPD ↗ · privatecapitaladv.com · 347-960-4520

$1.28BRegulatory AUM
2Advisory reps
6Employees
0Clients
n/aPlanning clients
0Private funds
5States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2026 — PRIVATE CAPITAL ADVISORS, INC. reported RAUM up 27% ($1.01B -> $1.28B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
April 2025 — PRIVATE CAPITAL ADVISORS, INC. crossed $1B in regulatory AUM ($793.9M -> $1.01B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
63
April 2024 — PRIVATE CAPITAL ADVISORS, INC. reported RAUM up 29% ($614.4M -> $793.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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