Pca Investment Advisory Services, Inc

Investment Advisor
in Cincinnati, OH

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About this Advisor

Thomas Seitz is a financial advisor working out of Cincinnati, Ohio with a total of 13 years of industry experience. Seitz is an employee of Pca Investment Advisory Services, Inc. During their career, Seitz has held roles at L.M. Kohn & Company, Pension Corporation Of America Of Cincinnati, Inc and Pca Investment Advisory Services, Inc. Seitz holds a Series 63 license, designating them as a securities broker, and is registered to work in Ohio. Pca Investment Advisory Services, Inc is a registered investment business based in Cincinnati, OH. The investment advisory business has a total of 10 employees. It handles $3 billion in assets under management across its 1,777 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. Of its 1,777 accounts, just 11% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The business performs a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial management fees typically depend on the services offered. However, fee types billed by Pca Investment Advisory Services, Inc can be comprised of any combination of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63

Years Registered*

13 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


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


OH Average: 34
Total Number of Accounts


OH Average: 1,972
Average Account Size


OH Average: $1,068,125

Investment Advisory Services

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

Thomas Seitz Work History

Thomas has been registered as a financial advisor for 13 years.*

2002 - Present (21 years)

Pca Investment Advisory Services, Inc

2001 - Present (22 years)

L.M. Kohn & Company

1992 - Present (31 years)

Pension Corporation Of America Of Cincinnati, Inc

*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.


Please visit the SEC profile of Thomas Seitz 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
Justin Dornbach
Cincinnati, OH
Timothy O'Conner
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

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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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