PCA ADVISORS, LLLP

CHAPEL HILL, North Carolina·4 registered advisors·CRD# 146571
SEC# 801-69065919-401-4949
01

Firm Overview

AUM
$1.4B
Regulatory assets under management
Employees
11
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
03

Specialties

Retirement PlanningWealth ManagementFee-Only Advisory
04

Advisors at PCA ADVISORS, LLLP

4 registered advisors
Charles Edward Merritt
CHAPEL HILL, North Carolina
James Alexander Mason
CHAPEL HILL, North Carolina
Katherine Sidebottom Simpson
CHAPEL HILL, North Carolina
Timothy Stevens Weld
CHAPEL HILL, North Carolina
05

Office Locations

CHAPEL HILL, North Carolina
4 advisors

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Data sourced from SEC Form ADV filings. PCA ADVISORS, LLLP (CRD# 146571) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.