P
PCK Investments
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$32,257,000
Clients
67
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
67
Very HighAverage account size
$481,448
About
PCK Investments advises individual participants in 403(b) tax‑deferred annuity plans at colleges, universities and public schools, and a smaller number of IRA/Roth IRA clients. The firm’s services concentrate on portfolio construction, fund selection, periodic review and adjustments rather than comprehensive financial planning.
The firm establishes an asset allocation based on a written client profile and interview, then offers multiple fund options in each asset class and uses Morningstar research and an open‑architecture platform through its plan provider to select funds. Client accounts are reviewed at least annually (preferably every six months), clients receive quarterly statements from the plan provider, and any portfolio changes are implemented only with client consent.
A distinctive feature is that the firm manages assets strictly on a non‑discretionary basis — as of September 30, 2022 it reported roughly $32.2 million under management with all changes subject to client approval, an arrangement that is uncommon among independent advisers. The firm also does not hold custody of client assets, has no product‑sales or referral arrangements, and limits its affiliations to the plan provider, which narrows its role to advice and fund selection.
Client services
Portfolio management
Occupation focus
Educators, Teachers, and Academics
Fee options
$0 - $100,000: 0.50% $100,001 - $250,000: 0.40% $250,001 - $500,000: 0.30% $500,001+: 0.20%
Main office location
PCK Investments
Martindale TX, United States
Number of offices
1
Most active in
PCK Investments has reported serving >5 clients in these states in the last 12 months.
Texas
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 not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")