PACIFIC COAST INVESTMENT ADVISORS, LLC

Overview

Pacific Coast Investment Advisors, LLC is an independent registered investment adviser that focuses on fee-based portfolio management and financial planning for individuals, families and small institutions. The firm acts as a capital allocator and will select outside managers as part of client solutions, which positions it to combine direct security exposure with third‑party strategies. Its advisory services emphasize equity-centric portfolios, with a notable allocation to non‑exchange traded equity holdings alongside conventional public market exposure. Service models include ongoing portfolio management and financial planning, and the firm uses a mix of percentage-of-AUM, hourly and fixed-fee arrangements depending on client needs. Pacific Coast Investment Advisors is not an active ESG investor and operates under a single-state registration posture. The adviser began its SEC registration in 2024 and is organized as a limited liability company owned by an individual.

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