Pacific Capital
Firm details
- Headquarters
- Corona, California
- CRD number
- 159294
- Registered since
- November 3, 2014
- Website
- www.pacificcapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- HNWI98.22%
- Charitable Organizations1.45%
- Individuals0.32%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Pacific Capital is an independent, privately owned registered investment adviser that has been SEC-registered since 2014. The firm serves both individual and family clients as well as institutional relationships, offering financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fee schedule includes AUM-based fees alongside fixed fees and other arrangements. Pacific Capital does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds84%
- Exchange Traded Equities6%
- US Government Bonds5%
- Cash & Cash Equivalents2%
- State & Local Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 57Active vs passive
$675M in ETFs
96%
$646M
0%
$29.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $215M | 281,725 | 31.81% |
Location
Corona, CA
Riverside
Location
Corona, CA
Headquartered in Corona, CA, anchoring the Riverside-San Bernardino-Ontario, CA metro in the West.
- Metro area
- Riverside-San Bernardino-Ontario, CA
- Region
- West
- County
- Riverside
- Address
- 1861 California Ave
- Time zone
- PT (UTC-8)
- Office locations
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