Justin
Dornbach

Pca Investment Advisory Services, Inc

CRD#7254155
Investment Advisor
in Cincinnati, OH

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About this Advisor

Justin Dornbach is a financial advisor who works in Cincinnati, Ohio with 3 years of industry experience. Dornbach works at Pca Investment Advisory Services, Inc. Throughout their career, Dornbach has worked at N/A, Qc Industries, Clark Schaefer Hackett, Bkd, Llp, Pension Corporation Of America and Pca Investment Advisory. Dornbach has a Series 65 license, certifying them as an investment advisor representative, and is able to work in Ohio. Pca Investment Advisory Services, Inc is a financial advisory company headquartered in Cincinnati, OH. The firm has a total of 10 people on staff. It controls $3 billion in assets under management among its 1,777 accounts, placing it among the biggest financial advisory firms in the United States by assets under management. Of its 1,777 client accounts, just 11% belong to high-net-worth investors who have greater than $1 million in assets. Pca Investment Advisory Services, Inc has a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial management fees typically are based on which services the firm provides the client. However, fee types billed by Pca Investment Advisory Services, Inc may include some blend of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 65

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Office Location

2133 Luray Avenue
Cincinnati, OH 45206

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Pca Investment Advisory Services, Inc Brokerage Details

Total Assets Under Management

$2,542,928,756

OH Average: $2,106,341,625
Total Number of Employees

10

OH Average: 34
Total Number of Accounts

1,777

OH Average: 1,972
Average Account Size

$1,431,023

OH Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Justin Dornbach Work History

Justin has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Pension Corporation Of America

2020 - Present (4 years)

Pca Investment Advisory

2020 - 2020 (< 1 year)

Clark Schaefer Hackett

2020 - 2020 (< 1 year)

N/A

2019 - 2019 (< 1 year)

Bkd, Llp

2019 - 2019 (< 1 year)

N/A

2018 - 2018 (< 1 year)

Clark Schaefer Hackett

2018 - 2018 (< 1 year)

N/A

2017 - 2017 (< 1 year)

Qc Industries

2016 - 2017 (1 year)

N/A

2015 - 2016 (1 year)

Qc Industries

2010 - 2015 (5 years)

N/A

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Justin Dornbach to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Pca Investment Advisory Services, Inc

Matthew Mullins
Cincinnati, OH
Timothy O'Conner
Cincinnati, OH
Justin Dornbach
Cincinnati, OH
Mark Janszen
Cincinnati, OH
Seth Priestle
Cincinnati, OH
Justin Seitz
Cincinnati, OH
Mark Holly
Cincinnati, OH
Zachary Burns
Cincinnati, OH

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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