Pacific Landfall
Firm details
- Headquarters
- ,
- CRD number
- 285135
- Website
- pacificlandfall.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals67.7%
- HNWI25.55%
- Charitable Organizations6.76%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Pacific Landfall is an independent registered investment adviser operating as a limited liability company with an owner-managed structure. The firm serves a mix of individual and family clients alongside institutional and small business accounts, providing financial planning and portfolio management services. Its stated investment preference tilts toward publicly traded equities — exchange-traded stocks and ETFs make up the single largest slice of client assets — and the firm runs primarily discretionary strategies, indicating active day-to-day portfolio implementation on behalf of clients. Fee arrangements at Pacific Landfall are flexible and include percentage-of-AUM billing alongside hourly and fixed-fee engagements, which supports both ongoing managed accounts and project-based planning work. The firm does not identify as an ESG-focused or multi-state adviser, and it does not present itself as a capital allocator; instead it sources third-party managers for alternative exposures and blends traditional long-only equity strategies with private-market allocations where appropriate.
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
- Exchange Traded Equities61%
- US Government Bonds20%
- Cash & Cash Equivalents19%
Owners & executives
1 of 1
Chance Butler
Founder & CEOCRD 6704729
Contacts
1 of 1
Christopher Landry
Wealth Management AdvisorCRD 7251829
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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