Wealth manager, independent · Darien, CT
Private Capital Advisors, Inc.
SEC-registered investment adviser · CRD 125771 · SEC 801-61877
At a glance
Private Capital Advisors, Inc. is an SEC-registered investment adviser based in Darien, Connecticut, with $1.3 billion in regulatory assets under management as of its Form ADV filed March 30, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 256 individual clients. By Form ADV it is a wealth manager, ranked 1,214th of 8,915 wealth managers and 4,680th of 17,210 SEC-registered advisers by assets.
Main office 347-960-4520privatecapitaladv.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.3B
- Rank among wealth managers
- #1,214 of 8,915
- Rank among all SEC RIAs
- #4,680 of 17,210
- Rank in Connecticut
- #193 of 507
- Individual clients
- 256
- High-net-worth clients
- 76
- Accounts
- 270
- Discretionary
- 100% of AUM
- Employees
- 6
- Advisory staff
- 2
- Offices
- 2
Owners and executives on its Form ADV
- Matthew C. AndrewsPresident & Secretary
- Ann M. TorregrossaVice President of Operations
- Ellen M. ScambiaChief Compliance Officer
- Robert L. AndrewsManaging Director
- Vincent S. AndrewsManaging Director
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 76 | $1.2B | 93% |
| Individuals | 180 | $36M | 3% |
| Charitable organizations | 4 | $35M | 3% |
| Corporations or other businesses | 9 | $21M | 2% |
| Pension and profit sharing plans | 1 | $1M | <1% |
Disciplinary disclosures
Private Capital Advisors, Inc. answers yes to 2 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Fixed fees
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗privatecapitaladv.com ↗
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Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Owners and executives, with titles and stakes
- 5 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does Private Capital Advisors, Inc. manage?
Private Capital Advisors, Inc. reports $1.3 billion in regulatory assets under management across 270 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 30, 2026.
What kind of firm is Private Capital Advisors, Inc.?
Private Capital Advisors, Inc. is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Private Capital Advisors, Inc.’s clients?
By assets, its largest client types are high-net-worth individuals ($1.2 billion, 76 clients); individuals ($36 million, 180 clients); charitable organizations ($35 million, 4 clients).
Does Private Capital Advisors, Inc. have any disciplinary history?
Private Capital Advisors, Inc. answers yes to 2 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Private Capital Advisors, Inc.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-30), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →