RIA Intel›Advisers›Alaska›PT CAPITAL ADVISORS, LLC

PT CAPITAL ADVISORS, LLC

Advisory

N·ANCHORAGE, AK

Data as of Mar 24, 2026 · Source: SEC Form ADV

Total AUM
$57M
1-Year AUM Growth
+2.0%
3-Year CAGR
-7.8%
Employees
5
Assets Under Management
Total AUM$57M
Discretionary AUM$57M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients6
Team
Total Employees5
Investment Advisers6
Employee Growth (1Y)—
Filing History
Total Filings on Record18
First FilingSep 19, 2013
Latest FilingMar 24, 2026
🔒 Full AUM trend chart and 18 historical filings spanning 13+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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