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PACIFIC CAPITAL ASSOCIATES
PACIFIC CAPITAL ASSOCIATES, INC.
CRD 160407 · SEC 801-112260
4747 VIEWRIDGE AVE, SUITE 107, SAN DIEGO, CA, 92123-1688, United States
Phone
858-560-5244
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$258.8M
Discretionary AUM
$258.8M
Team
6 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-04-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 86 | $107.2M |
| High net worth individuals | 411 | $147.8M |
States served
AZ, CA, CO, ID, NV, NY, OR, WA, TX, NH, FL
All web addresses on file
- HTTPS://WWW.LINKEDIN.COM/IN/KEVIN-STONE-5396A49
- HTTPS://WWW.PCASD.COM
- HTTPS://TWITTER.COM/RICHTOSCANO
- https://link.edgepilot.com/s/a3b4655d/GLllObS-oku4nkA6GnkitA?u=https://www.linkedin.com/company/pacific-capital-associates
- https://link.edgepilot.com/s/a20d4f52/qI_f_sRASUG8_XcUZYA3cQ?u=https://www.linkedin.com/in/john-simon-pcasd/
- https://link.edgepilot.com/s/e6df0bf4/hgKnu4WxtU6Zapiq26ZBAQ?u=http://www.linkedin.com/in/rich-toscano
Official SEC filing: View on IAPD