THOUSAND OAKS, CACRD 151434Latest ADV February 10, 2026
Pacific Financial Strategies, Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Thousand Oaks, CA. Its latest Form ADV filing, dated February 10, 2026, reports $201M in regulatory assets under management, 5 employees, 1 office, and 980 accounts.
Assets Under Management
$201M
Employees
5
Offices
1 office
Total Clients
713
Primary office
THOUSAND OAKS, CA
223 E. THOUSAND OAKS BLVD., SUITE 403, THOUSAND OAKS, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Other fee arrangements
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 84.2% of total clients.
Top client categories% of clientsClients
1
Individuals
84.2%
600
2
HNWI
15.8%
113
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$201Mas of February 10, 2026
Discretionary100.0%
$201M
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.
Total AUM$201M
Total Accounts980
10Y AUM Change+$100M (+98.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee143:1
10Y Employee Change+2 (+66.7%)
* 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.