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Firm profile

Pence Capital Management, LLC

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
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOEldon D. Pence

Advisory services offered

2 types reported
Portfolio management for businesses
Selection of other advisers

Fee models offered

3 types reported
Asset based fees
Hourly charges
Other fee arrangements
Sources checked May 16, 2026

Client Coverage Demographics

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%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

This firm has a multi year gap in available SEC ADV filing history between 2016 and 2023. Charts show the most recent available filing segment under this CRD.

* 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.