Pacific Capital is an SEC registered investment adviser organized as a corporation with a primary office location in Corona, CA. Its latest Form ADV filing, dated March 5, 2026, reports $669M in regulatory assets under management, 9 employees, 1 office, and 309 accounts.
Assets Under Management
$669M
Employees
9
Offices
1 office
Total Clients
79
Primary office
CORONA, CA
1861 CALIFORNIA AVENUE, SUITE 101, CORONA, CA, United States
Top client segmentHNWI represent 78.5% of total clients.
Top client categories% of clientsClients
1
HNWI
78.5%
62
2
Individuals
13.9%
11
3
Pension Plans
6.3%
5
4
Charitable
1.3%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$669Mas of March 5, 2026
Discretionary100.0%
$669M
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$669M
Total Accounts309
10Y AUM Change+$519M (+345.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee9:1
10Y Employee Change+4 (+80.0%)
* 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.