Irvin Schorsch
Pennsylvania Capital Management · Huntingdon Valley, Pennsylvania
Irvin Schorsch is a fee-only financial advisor at Pennsylvania Capital Management in Huntingdon Valley, Pennsylvania, who holds the CFP credential. Irvin focuses on estate & legacy planning, tax planning and family wealth transfer. Pennsylvania Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- High earners
- Multi-generational families
Facts
| Firm | Pennsylvania Capital Management |
|---|---|
| Based in | Huntingdon Valley, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $848.6M across 1,045 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in LA, PA, TX · CRD 1051228 |
| Exams passed | Series 63 (1982) · Series 65 (1992) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | pcmadvisors.com |
| Profile |
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Questions about Irvin
Is Irvin Schorsch a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Irvin holds no broker registration, and Pennsylvania Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Irvin charge for financial advice?
Irvin's firm, Pennsylvania Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Irvin Schorsch based?
Irvin Schorsch is based in Huntingdon Valley, Pennsylvania.
What does Irvin specialize in?
Irvin's specialties include estate & legacy planning, tax planning, family wealth transfer, retirement planning and small business owners. Irvin works with high earners and multi-generational families.
What credentials does Irvin Schorsch hold?
Irvin Schorsch holds the CFP credential.
Is Irvin Schorsch registered with the SEC?
Yes. Irvin Schorsch is registered as an investment adviser representative in LA, PA and TX (CRD 1051228), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Pennsylvania Capital Management manage?
Pennsylvania Capital Management reports $848.6M across 1,045 accounts in assets under management.
How do I contact Irvin Schorsch?
Through Irvin's website, pcmadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Pennsylvania Capital Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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