Pacesetter Financial Group, L.L.C.

RIASEC Registered
Total AUM
$170M
Discretionary
$141M
83% of AUM
Avg account
$223K
Accounts
766
Employees
10
Advisory reps
5

Firm details

Headquarters
Lincoln, Illinois
CRD number
123287
Registered since
March 21, 2024
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI55.6%
  • Individuals32.48%
  • Pension & Profit Sharing Plans8.77%
  • Charitable Organizations2.56%
  • Corporations / Businesses0.59%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Pacesetter Financial Group, L.L.C. is an independent registered investment adviser organized as an LLC and owned by an individual. The firm registered with the SEC in 2024 and serves both individual & family clients and institutional clients. Its advisory offering centers on financial planning and portfolio management across private clients, small businesses and institutional/business accounts; pension consulting services are also listed among its advisory activities. Pacesetter charges a mix of fee types—asset-based fees, hourly charges and fixed fees—and reports an affiliation with accounting professionals. The firm does not identify as an active ESG investor and is not structured as a capital allocator.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 88%, Exchange Traded Equities 7%, Cash & Cash Equivalents 4%, Private Funds 1%88%
  • Public Funds/Mutual Funds88%
  • Exchange Traded Equities7%
  • Cash & Cash Equivalents4%
  • Private Funds1%

Owners & executives

2 of 2
  • Andrew Fitzpatrick

    Andrew Fitzpatrick

    Chief Operations Officer, Wealth ManagerCRD 5741117

  • Kristen Lanning

    Kristen Lanning

    Chief Compliance OfficerCRD 4869025

Contacts

3 of 3
  • Timothy Bacus

    Timothy Bacus

    Wealth Management AdvisorCRD 6798327

  • Andrew Hayes

    MemberCRD 6002760

  • Connor Koberlein

    Connor Koberlein

    Staff AccountantCRD 8314067

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Lincoln, IL

Logan

Location

Lincoln, IL

Headquartered in Lincoln, IL, anchoring the Springfield-Jacksonville-Lincoln, IL metro in the Midwest.

Metro area
Springfield-Jacksonville-Lincoln, IL
Region
Midwest
County
Logan
Address
207 S Mc Lean St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth