Pactolus is an SEC registered investment adviser organized as a limited liability company with a primary office location in Vienna, VA. Its latest Form ADV filing, dated March 10, 2026, reports $188M in regulatory assets under management, 17 employees, and 447 accounts.
Assets Under Management
$188M
Employees
17
Offices
--
Total Clients
307
Primary office
VIENNA, VA
8614 WESTWOOD CENTER DRIVE, SUITE 620, VIENNA, VA, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
5 types reported
Asset based fees
Commissions
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 98.4% of total clients.
Top client categories% of clientsClients
1
HNWI
98.4%
302
2
Pooled Investment Vehicles
1.6%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$188Mas of March 10, 2026
Discretionary62.2%
$117M
62% of total RAUM62.2%
Non-discretionary37.8%
$71M
38% of total RAUM37.8%
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$188M
Total Accounts447
10Y AUM Change$-168M (-47.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees17
Clients per Employee18:1
10Y Employee Change+3 (+21.4%)
* 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.