Private Capital Management

CRD 169172 · Naples, FL · $1.4B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 169172
SEC number: 801-78615
Firm type: RIA
Assets under management: $1.4B as of Mar 26, 2026
Website: www.pcmvaluefund.com ↗
Phone: (239) 254-2500
Address: 8889 Pelican Bay Blvd., Naples, FL, 34108-7512

Advisors at this firm

9 in our index · page 1 of 1

Charles (Chad) Dameron AtkinsCRD 4808551 · Naples, FL

IA Registered
Max Howard DeifikCRD 5396628 · Naples, FL

IA RegisteredBroker
Jeffrey Mark FortierCRD 3110593 · Naples, FL

IA RegisteredBroker
Andrew Jeffrey LeedyCRD 8161247 · Naples, FL

IA Registered
Gregg Joseph PowersCRD 1741585 · Naples, FL

IA Registered
David Aaron SissmanCRD 5778366 · Naples, FL

IA Registered
Nicholas G. SchultzCRD 7968310 · Naples, FL

IA RegisteredBroker
Erick Axel Emmanuel SonneCRD 7514975 · Naples, FL

IA Registered
Steven TarrCRD 4008924 · Naples, FL

IA RegisteredBroker

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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