PNC CAPITAL ADVISORS LLC

Latest filing: Aug 19, 2024 (243 days ago)
View on IAPD
Adviser Website

AUM

$37,701,864,167
0% change vs. 1 year ago
12% change vs. 3 years ago
58% change vs. 5 years ago
-7% change vs. 10 years ago

Employee Count

254
0% change vs. 1 year ago
74% change vs. 3 years ago
125% change vs. 5 years ago
-4% change vs. 10 years ago

Main Office

BALTIMORE, MD
ONE EAST PRATT STREET, BALTIMORE, MD, UNITED STATES, 21202

Client AUM

Discretion AUM
Discretionary $37.7
Non-Discretionary $0.0
Total $37.7
Client AUM
Retail $0.0
Pooled $1.2
Institutional $36.5
Total $37.7
Retail Accounts AUM
Individual 0 $0.0
Average Individual AUM $0
HNW 0 $0.0
Average HNW AUM $0
Retail Total 0 $0.0
Average Retail AUM $0

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian Location AUM
PNC BANK, N.A. PITTSBURGH-PA-USA $24.8

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $36.5
Retail SMA AUM $0.0
Institutional SMA AUM $36.5
Asset Class % AUM
Equity Exch 0% $0.0
Equity Non-Exch 0% $0.0
Govt Agency 33% $12.0
Municipal 0% $0.0
Sovereign 0% $0.0
IG Credit 24% $8.8
HY Credit 0% $0.0
Derivatives 0% $0.0
Investment Companies 0% $0.0
Other Pools 0% $0.0
Cash 43% $15.7
Other 0% $0.0
Total 100% $36.5

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Affiliates

Affiliates AUM Business Types CRD Number
PNC INVESTMENTS LLC $23.9 broker-dealer 129052
PNC CAPITAL MARKETS LLC $0.0 broker-dealer 15647
PNC BANK, NATIONAL ASSOCIATION $0.0 trust company -
PNC FINANCIAL SERVICES GROUP, INC $0.0 -
PNC BANCORP, INC $0.0 -

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Control Persons

10 active

Name Title
YURKO, MARC, DAVID CHIEF FINANCIAL OFFICER
SPRATLEY, JENNIFER, ELIZABETH MANAGER, BOARD OF MANAGERS AND MANAGING DIRECTOR-BUSINESS ADMINISTRATION
RHODERICK, SEAN, TERRENCE MANAGER, BOARD OF MANAGERS AND CHIEF INVESTMENT OFFICER
WOSKOBNICK, JENNIFER, JACQUELINE MANAGER, BOARD OF MANAGERS
WILSON, MICHAEL, PAUL CHAIRMAN & PRESIDENT.
RUS, THOMAS, REINHARD CHIEF COMPLIANCE OFFICER
HARRINGTON, THOMAS, JOSEPH CHIEF RISK OFFICER
AGATI, AMANDA, E MANAGER, BOARD OF MANAGERS

ADVDB.CO • SOURCE: SEC

Representatives

28 active representatives found, showing 20 random

Name City State Exams Designations
CHARLES BLAIR BALTIMORE MD S66|2013-02-26
TIMOTHY MCDONOUGH BALTIMORE MD S66|2009-02-13
KENNETH DUNCAN BALTIMORE MD S63|1991-11-04|S65|1999-03-16|S66|2007-10-30
MARK DAVIS BALTIMORE MD S66|2002-08-14 CERTIFIED FINANCIAL PLANNER
REBECCA JACKLIN BALTIMORE MD S66|2002-10-24 CERTIFIED FINANCIAL PLANNER
MARK YASENCHAK BALTIMORE MD S63|2017-03-07|S66|2020-11-17 CHARTERED FINANCIAL ANALYST
ROSALYN BROWN BALTIMORE MD S65|2006-12-19|S63|2016-04-26
PATRICK CUNNINGHAM BALTIMORE MD S63|2003-07-31|S65|2020-08-14
STEPHEN TROMBETTA BALTIMORE MD S66|2014-03-10
WESLEY NEAL BALTIMORE MD S63|1990-02-27|S66|2013-02-27
CHRISTINA NAGY BALTIMORE MD S66|2004-03-12
GEORGE VON ZEDLITZ BALTIMORE MD S63|1986-10-29|S66|2005-06-02
TERESA MCCLENDON-THOMAS BALTIMORE MD S63|1992-11-25|S66|2022-05-31
CHRISTOPHER MICEIKA BALTIMORE MD S63|2014-06-18 CHARTERED FINANCIAL ANALYST
KRISTEN ELLIS BALTIMORE MD S66|2014-04-24
BRIAN MOCK BALTIMORE MD S63|1999-02-12|S65|2023-12-16
JOSEPH MARTIN BALTIMORE MD S66|2006-09-09
EDWARD MONTANEZ BALTIMORE MD S66|2000-03-02
ROBERT EDMISTON BALTIMORE MD S65|2011-06-22|S63|2016-04-29
ANDREW TINO BALTIMORE MD S66|1998-08-11

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆
2025-03-06 $37.7 $0.0 0% 254 0 0%
2024-04-02 $37.7 $0.0 0% 254 0 0%
2023-04-04 $34.3 $3.4 10% 154 100 65%
2022-04-01 $33.7 $4.0 12% 146 108 74%
2021-04-05 $30.0 $7.7 26% 125 129 103%
2020-04-01 $23.9 $13.8 58% 113 141 125%
2019-04-01 $53.5 -$15.8 -30% 268 -14 -5%
2018-04-02 $50.3 -$12.6 -25% 251 3 1%
2017-04-01 $48.7 -$11.0 -23% 263 -9 -3%
2016-04-01 $41.6 -$3.9 -9% 252 2 1%
2015-04-01 $40.5 -$2.8 -7% 265 -11 -4%
2014-04-01 $37.0 $0.7 2% 246 8 3%
2013-04-01 $34.6 $3.1 9% 190 64 34%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
MD, AK-10/27/2009, AL-10/27/2009, AR-10/27/2009, AZ-10/27/2009, CA-10/27/2009, CO-10/27/2009, CT-10/27/2009, DC-10/27/2009, DE-11/02/2009, FL-10/02/2009, GA-10/27/2009, HI-10/27/2009, IA-10/27/2009, ID-10/27/2009, IL-10/27/2009, IN-10/27/2009, KS-10/27/2009, KY-10/27/2009, LA-10/27/2009, MA-10/27/2009, MD-10/27/2009, ME-10/27/2009, MI-10/27/2009, MN-10/01/2009, MO-10/27/2009, MS-10/27/2009, MT-10/27/2009, NC-10/27/2009, ND-10/27/2009, NE-10/27/2009, NH-10/27/2009, NJ-11/09/2009, NM-10/27/2009, NV-10/27/2009, NY-10/27/2009, OH-10/27/2009, OK-10/27/2009, OR-10/27/2009, PA-10/27/2009, PR-10/27/2009, RI-10/27/2009, SC-10/27/2009, SD-11/03/2009, TN-10/02/2009, TX-03/31/2011, UT-10/27/2009, VA-10/27/2009, VT-10/27/2009, WA-10/27/2009, WI-10/27/2009, WV-10/27/2009
ADVISER ACTIVITIES
PORTFOLIO MANAGEMENT
PORTFOLIO MANAGEMENT (POOLS)
PORTFOLIO MANAGEMENT (SMB)
OTHER ACTIVITIES

ADVDB.CO • SOURCE: SEC FORM ADV