Pacific Advisory Capital Group, LLC is an adviser based in Los Angeles. It manages $71.14 million of regulatory assets for 241 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of California, Nebraska, and Texas.
Pacific Advisory Capital Group provides financial planning services and portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Pacific Advisory Capital Group, LLC is $71.14 million. The firm's AUM has gone down by -42% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Pacific Advisory Capital Group, LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Pacific Advisory Capital Group is high net worth individuals with 32 clients and $35.87 million of assets under management. Among the 4 most similar advisory firms, Pacific Advisory Capital Group has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $71.14 million for 149 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Pacific Advisory Capital Group doesn't advise any private funds.
The company employs 7 people that are either part- or full-time employees. 57 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Pacific Advisory Capital Group, LLC performs its advisory services is located at 500 S. Grand Ave, Los Angeles, CA 90071, which is also the mailing address of the firm. An additional office of the firm is in Fort Worth, TX. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 310-807-0140 or by fax 310-593-2530. The normal business hours are 9:00 a.m. - 6:00 p.m. on Monday - Friday. You can find more information about the New York firm at thepacificgroup.com.