D
Digiorgio Capital Management, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$52,000,000
Total clients
220
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
220
Average account size
$236,364
About
The firm provides investment management to individuals and also to corporations, trusts, and pension plans, delivering portfolios aligned to each client's suitable level of risk. As of January 1, 2024 the brochure reports approximately $42 million in assets under management across about 220 client relationships.
Its investment approach is conservative and primarily uses large-cap mutual funds and equities, U.S. Treasuries or bond funds for stabilization, and a buy-and-hold posture while generally avoiding speculative investments. Portfolios are managed on a non‑discretionary basis, reviewed monthly, and clients are notified and consulted before changes are implemented.
This firm is notable among peers for a high client count per advisor while operating in conjunction with an affiliated accounting practice that provides accounting, payroll, tax preparation, and retirement-planning services; the principal allocates time between the two businesses. The brochure also notes the adviser receives no commissions, acts as a fiduciary, and has limited custody only to the extent advisory fees are deducted by the custodian.
Client services
Portfolio management
Expertise
Wealth management
Fee options
1% annually, negotiable for larger accounts
Main office location
Digiorgio Capital Management, Inc.
1232 Lincoln Way
White Oak PA 15131, United States
Number of offices
1
Most active in
Digiorgio Capital Management, Inc. has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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