Private Capital Management
Private Capital Management is a fee-only fiduciary wealth management firm and SEC-registered investment adviser, wholly-owned by SouthState Bank, N.A. It serves high-net-worth individuals, families, professionals, business owners, and endowments across Denver, Dallas, and Columbia offices.
- Company typePrivate
- Founded2000
- HeadquartersDenver, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
What Private Capital Management does
Private Capital Management (legal entity: SouthState Private Capital Management LLC) is a fee-only fiduciary wealth management and financial planning firm headquartered in Columbia, South Carolina. It is a wholly-owned subsidiary of SouthState Bank, N.A. (which itself is wholly-owned by publicly-traded SouthState Bank Corporation, NYSE: SSB) and is SEC-registered as an investment adviser. The firm operates under five DBAs—Private Capital Management, SouthState Advisory, SouthState Wealth, Minis & Company, and SouthState Retirement Plan Services—and maintains offices in Columbia, SC (headquarters), Denver, CO (Cherry Creek North), and Dallas, TX, with a team of approximately 21 professionals across Executive Leadership, Advisory, and Operations & Client Service.
PCM serves high-net-worth individuals and families, professionals and executives, small business owners, and endowments and institutions, delivering comprehensive services including financial planning, investment management, estate planning, tax planning, and risk management. The advisory team holds advanced designations (CFP, CFA, ChFC, CPWA, AIF) and the firm employs a proprietary quantitative due diligence process for manager selection and portfolio construction, analyzing alpha, beta, and standard deviation metrics to evaluate risk-adjusted returns.
As a fee-only fiduciary, the firm derives compensation exclusively from client services and does not receive commissions, profit sharing, or third-party revenue, creating structural alignment of interests with its hundreds of individual, family, and institutional clients. GTM is exclusively relationship-based: dedicated financial advisors deliver customized advice through in-person and remote engagements, supported by content marketing (LinkedIn, quarterly newsletters, monthly insights) and an enterprise field sales motion.
Private Capital Management firmographics
Firmographics- Name
- Private Capital Management
- Legal name
- SouthState Private Capital Management LLC
- Website
- https://pcm-inc.com
- Company type
- Private
- Founded year
- 2000
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Private Capital Management is a fee-only fiduciary wealth management firm and SEC-registered investment adviser, wholly-owned by SouthState Bank, N.A. It serves high-net-worth individuals, families, professionals, business owners, and endowments across Denver, Dallas, and Columbia offices.
- Ownership category
- akta.pro rank
Private Capital Management industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Private Banking Advisory & Discretionary Portfolio Management (FSABADAD)
Keywords
Where Private Capital Management is headquartered
LocationHeadquarters
- HQ city
- Denver
- HQ country
- United States
- HQ region
- North America
Offices3 records
Markets served
Private Capital Management business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Fee-Only Advisory Services: The firm operates as a fee-only fiduciary. Its only compensation is derived from services provided directly to clients; it does not receive commissions, profit sharing, or other third-party revenue. This model aligns the firm's interests with those of its clients.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Multi-year contract | Fee-only fiduciary model with no third-party compensation |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels3 records
Private Capital Management product offering
Product offeringCore offering
Private Capital Management is a fee-only fiduciary wealth management and financial planning advisory firm that delivers comprehensive financial planning, investment management, estate planning, tax planning, and risk management services to high-net-worth individuals, families, professionals, executives, small business owners, and institutional clients. The firm operates as an SEC-registered investment adviser, charges only client fees (no commissions or third-party compensation), and uses a proprietary quantitative due diligence process to select managers and construct portfolios.
Product overview
Private Capital Management is a fee-only fiduciary wealth management advisory firm offering comprehensive financial planning, investment management, estate planning, tax planning, and risk management services. The firm serves high-net-worth individuals and families, professionals and executives, small business owners, and endowments and institutions. Services are delivered through a team of advisors holding professional certifications including CFP, CFA, ChFC, CPWA, and AIF designations. The firm operates as a subsidiary of SouthState Bank, N.A. and does business under DBAs including Private Capital Management, SouthState Advisory, SouthState Wealth, Minis & Company, and SouthState Retirement Plan Services.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Planning
Companies that use Private Capital Management
Customer profileSegments4 records
Ideal customer profiles4 records
Private Capital Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Private Capital Management partnerships and signals
Strategic signalScale indicators1 record
Recent moves5 records
Expansion highlights5 records
Private Capital Management competitors and assessment
Company assessmentDirect peers
- Mariner Wealth Advisors: Large national RIA offering comprehensive wealth management, financial planning, estate planning, and tax planning to HNW individuals, families, and institutions. Highly comparable as a fee-based, advisor-led advisory platform serving similar client segments.
- Edelman Financial Services: Fee-only RIA serving HNW individuals and families with comprehensive financial planning and investment management. Comparable in service mix, fee model, and HNW client focus.
- Aspiriant: National fee-only RIA focused on HNW individuals and families, offering investment management, financial planning, estate planning, and tax planning. Closely comparable in fiduciary, advisor-led wealth advisory model.
- Geneva Capital Group: Independent, fee-only wealth advisory firm serving HNW individuals, families, and institutions in the Upper Midwest. Comparable in fee-only fiduciary model and integrated wealth advisory approach.
- Bessemer Trust: Multi-family office serving ultra-HNW families with investment management, estate planning, tax planning, and family governance. Highly comparable in the integrated wealth advisory model for HNW/multi-generational clients.
- Creative Planning: Fee-only RIA providing financial planning, investment management, estate planning, and tax services to HNW individuals nationwide. Comparable in fee-only fiduciary model, comprehensive service offering, and HNW client focus.
Broad incumbents
- Cambridge Investment Research: Large independent broker-dealer and RIA supporting thousands of financial advisors nationwide. Comparable as an independent advisor platform serving HNW clients, though with a much broader national footprint and dual BD/RIA model.
- Abbot Downing (Wells Fargo): Bank-affiliated wealth management practice for ultra-HNW clients within Wells Fargo. Comparable in bank-affiliated, multi-generational wealth advisory focus for HNW/UHNW families.
- Goldman Sachs Personal Financial Management: Bank-affiliated wealth advisory platform serving HNW and mass-affluent clients with planning, investment management, and lending. Comparable in bank-affiliated wealth advisory model, though much larger in scale.
- Merrill Lynch Wealth Management: Bank-affiliated wealth management arm of Bank of America serving HNW and ultra-HNW clients. Comparable as a bank-channel wealth advisory, but operates at significantly greater scale and as part of a larger brokerage/investment platform.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks7 records
Key highlights7 records
Customer concentration
Private Capital Management social profiles
Digital presencePrivate Capital Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Private Capital Management leadership team
Management profileNumber of profiles
Profiles16 records
Private Capital Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Private Capital Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Private Capital Management
What does Private Capital Management do?
Private Capital Management is a fee-only fiduciary wealth management and financial planning advisory firm that delivers comprehensive financial planning, investment management, estate planning, tax planning, and risk management services to high-net-worth individuals, families, professionals, executives, small business owners, and institutional clients. The firm operates as an SEC-registered investment adviser, charges only client fees (no commissions or third-party compensation), and uses a proprietary quantitative due diligence process to select managers and construct portfolios.
Is Private Capital Management a public or private company?
Private Capital Management is a private company. It is classified as corporate owned and is currently operating.
When was Private Capital Management founded?
Private Capital Management was founded in 2000. It employs 11 to 50 people.
Where is Private Capital Management based?
Private Capital Management is headquartered in Denver, United States, in the North America region.
How does Private Capital Management make money?
One revenue line is on record: fee-Only Advisory Services.
Who are Private Capital Management's main competitors?
Direct peers on record are Mariner Wealth Advisors, Edelman Financial Services, Aspiriant, Geneva Capital Group, Bessemer Trust and Creative Planning. Broad incumbents are Cambridge Investment Research, Abbot Downing (Wells Fargo), Goldman Sachs Personal Financial Management and Merrill Lynch Wealth Management.
Does Private Capital Management have an API?
No public API is recorded for Private Capital Management.
What industry is Private Capital Management in?
Private Capital Management's product category is Wealth Management. Its primary akta.pro industry code is FSABADAD, Private Banking Advisory & Discretionary Portfolio Management. Its NAICS code is 523940 and its SIC code is 6282.