Pacesetter Financial Group, L.L.C. is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lincoln, IL. Its latest Form ADV filing, dated March 5, 2026, reports $170M in regulatory assets under management, 10 employees, and 766 accounts.
Top client segmentIndividuals represent 82.7% of total clients.
Top client categories% of clientsClients
1
Individuals
82.7%
307
2
HNWI
14.0%
52
3
Pension Plans
1.1%
4
4
Charitable
1.1%
4
5
Corporations
1.1%
4
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$170Mas of March 5, 2026
Discretionary82.6%
$141M
83% of total RAUM82.6%
Non-discretionary17.4%
$30M
17% of total RAUM17.4%
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$170M
Total Accounts766
10Y AUM Change+$45M (+36.4%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee37:1
10Y Employee Change+1 (+11.1%)
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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 2024. 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.