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| Keyboard |
| Pacific Capital Associates Inc
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|---|---|
| CRD # | 160407 |
| SEC # | 801-112260 |
| CIK # | |
| AUM | 258.8 M (2026-04-20) |
| Employees | 6 (50% Investors, 17% Brokers) |
| Phone | 858-560-5244 |
| Address | 4747 Viewridge Ave San Diego, CA 92123-1688 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 86 | 107.2 |
| (b) Individuals (high net worth individuals) | 411 | 147.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 1.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 2.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,082 | 258.8 |
| By Discretionary | ||
| Discretionary | 1,082 | 258.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,082 | 258.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 258.4 | |
| Total | 1,082 | 258.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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✚
|
CA | 259.3 M |
|
Elevation Wealth Management LLC
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|
259.2 M | |
|
KURE Advisory LLC
✚
|
MN | 259.0 M |
|
Cobblestone Asset Management LLC
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VA | 258.9 M |
|
Northern Lights Advisors Inc
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WA | 258.9 M |
|
724 Capital LLC
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|
258.9 M | |
|
GK Wealth Management LLC
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|
NV | 258.8 M |
|
Triton Financial Group Inc
✚
|
OK | 258.7 M |
|
Up Strategic Wealth Investment Advisors LLC
✚
|
PA | 258.7 M |
|
Bush Investment Group LLC
✚
|
GA | 258.4 M |