Pacific Capital Associates is an SEC registered investment adviser organized as a corporation with a primary office location in San Diego, CA. Its latest Form ADV filing, dated April 20, 2026, reports $259M in regulatory assets under management, 6 employees, and 1,082 accounts.
Assets Under Management
$259M
Employees
6
Offices
--
Total Clients
497
Primary office
SAN DIEGO, CA
4747 VIEWRIDGE AVE, SUITE 107, SAN DIEGO, CA, United States
Top client segmentHNWI represent 82.7% of total clients.
Top client categories% of clientsClients
1
HNWI
82.7%
411
2
Individuals
17.3%
86
Categories with <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$259Mas of April 20, 2026
Discretionary100.0%
$259M
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$259M
Total Accounts1,082
10Y AUM Change+$149M (+135.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee83:1
10Y Employee Change+1 (+20.0%)
* 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.