DELAFIELD, WICRD 111246Registration Status: ApprovedEffective since May 5, 2026Latest ADV May 4, 2026
Pavlic Investment Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Delafield, WI. Its latest Form ADV filing, dated May 4, 2026, reports $109M in regulatory assets under management, 2 employees, and 195 accounts.
Assets Under Management
$109M
Employees
2
Offices
--
Total Clients
87
Primary office
DELAFIELD, WI
440 WELLS STREET, 203, DELAFIELD, WI, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked Aug 22, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 66.7% of total clients.
Top client categories% of clientsClients
1
Individuals
66.7%
58
2
HNWI
32.2%
28
3
Pension Plans
1.1%
1
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$109Mas of May 4, 2026
Discretionary84.5%
$92M
84% of total RAUM84.5%
Non-discretionary15.5%
$17M
16% of total RAUM15.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$109M
Total Accounts195
10Y AUM Change$0 (0.0%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee44:1
10Y Employee Change0 (0.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
This firm has a multi year gap in available SEC ADV filing history between 2012 and 2026. Charts show the most recent available filing segment under this CRD.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.