Pacific Capital Associates, Inc.

Pacific Capital Associates, Inc. (CRD# 160407) is a financial advisory firm headquartered in San Diego, CA. They manage $109,800,000 in 547 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    110
    MILLION
  • Total Number of Accounts
    547
    ACCOUNTS
  • Average Account Value
    $200,731
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, NH, TX, WA

Financial Advisors at Pacific Capital Associates, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
John M. Simon
CRD#: 4100566
4747 Viewridge Ave Ste 107, San Diego, CA 92123
96
Wealthminder
score

John Simon (CRD# 4100566) is an Investment Advisor Representative working at Pacific Capital Associates, Inc. in San Diego, CA and has over 18 years of experience in the finance industry. John Simon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
John A. Delaney
CRD#: 1035765
3368 Country Club Road,, Borrego Springs, CA 92004
93
Wealthminder
score

John Delaney (CRD# 1035765) is an Investment Advisor Representative working at Pacific Capital Associates, Inc. in Borrego Springs, CA and has over 29 years of experience in the finance industry.

3
Richard E. Toscano
CRD#: 5151847
4747 Viewridge Ave Ste 107, San Diego, CA 92123
93
Wealthminder
score

Richard Toscano (CRD# 5151847) is an Investment Advisor Representative working at Pacific Capital Associates, Inc. in San Diego, CA and has over 11 years of experience in the finance industry.

4
Kevin B. Stone
CRD#: 4597641
San Diego, CA
90
Wealthminder
score

Kevin Stone (CRD# 4597641) is an Investment Advisor Representative working at Pacific Capital Associates, Inc. in San Diego, CA and has 1 year of experience in the finance industry. Kevin Stone has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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