Private Capital Advisors, Inc.

Private Capital Advisors, Inc. is an SEC-registered investment adviser specializing in individual portfolio management for institutional and high net worth clients. Established in 1997, the firm offers tailored investment advice and management services on a discretionary or non-discretionary basis. Clients can impose reasonable restrictions on investments, and the firm may provide sub-advisory services as well. PCA's investment strategies include long-term purchases, short-term purchases, trading, margin transactions, and option writing. The firm manages assets totaling $1,011,632,197 as of December 31, 2024. Fees are based on a percentage of assets under management, ranging from 0.75% to 1.25%, with fixed fees for bond portfolios. PCA may charge performance-based fees in some cases. The firm does not accept compensation for client referrals and has policies in place to manage conflicts of interest. PCA has custody of client accounts and exercises investment discretion within established guidelines. The firm has adopted Proxy Voting Policies and Procedures to vote proxies in the best interest of clients. There are no financial conditions impairing PCA's ability to meet contractual commitments. For further details, clients can contact PCA at (347) 960-4520 or [email protected].