NEWPORT BEACH, CACRD 281739Latest ADV March 30, 2026
Pence Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Newport Beach, CA. Its latest Form ADV filing, dated March 30, 2026, reports $1.5B in regulatory assets under management, 14 employees, and 350 accounts.
Assets Under Management
$1.5B
Employees
14
Offices
--
Total Clients
9
Primary office
NEWPORT BEACH, CA
5000 BIRCH STREET, SUITE 8000, NEWPORT BEACH, CA, United States
Top client segmentIrrevocable Trusts/Estates represent 66.7% of total clients.
Top client categories% of clientsClients
1
Irrevocable Trusts/Estates
66.7%
6
2
Investment Cos.
22.2%
2
3
Other Advisers
11.1%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.5Bas of March 30, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$1.5B
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.5B
Total Accounts350
10Y AUM Change+$506M (+49.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees14
Clients per Employee1:1
10Y Employee Change+5 (+55.6%)
* 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.