Pacific Coast Investment Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in West Linn, OR. Its latest Form ADV filing, dated March 31, 2026, reports $122M in regulatory assets under management, 1 employee, and 312 accounts.
Assets Under Management
$122M
Employees
1
Offices
--
Total Clients
108
Primary office
WEST LINN, OR
1914 WILLAMETTE FALLS DR., SUITE 180, WEST LINN, OR, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 69.4% of total clients.
Top client categories% of clientsClients
1
Individuals
69.4%
75
2
HNWI
27.8%
30
3
Corporations
2.8%
3
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$122Mas of March 31, 2026
Discretionary100.0%
$122M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$122M
Total Accounts312
10Y AUM Change+$8M (+7.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee108:1
10Y Employee Change0 (0.0%)
* 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.