PCM MANAGEMENT ADVISOR, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $7.89B |
| Discretionary | $7.81B99% of AUM |
| Non-Discretionary | $83.7M |
| Client Accounts | 24 |
| Avg Account Size | $328.9M |
| Employees | 495 |
| Peak AUM | $7.89BMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $7.9B | +3.2% | — | — | |
| Discretionary AUM | $7.8B | ||||
Key Metrics
| Total AUM | $7.89B |
| Discretionary | $7.81B |
| Employees | 495 |
| Client Accounts | 24 |
Contact & Location
Address
57 E. WASHINGTON STREET
CHAGRIN FALLS OH 44022
Phone
440-528-0333
Filing History
9 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Portfolio Mgmt (Institutional)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$7.8B
98.9% of AUM
Non-Discretionary
$84M
1.1% of AUM
Disc. mix ▼ 0.3pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Pooled Vehicles
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Related Entities (Item 7)
Broker-DealerInvestment AdviserLaw Firm