Pacific Capital Associates

Pacific Capital Associates (CRD# 160407) is a financial advisory firm headquartered in San Diego, CA. They manage $228,429,122 in 1,156 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
4747 Viewridge Ave, Suite 107, San Diego, CA 92123
https://www.linkedin.com/in/kevin-stone-5396a49
By the Numbers
  • Total Assets Under Management
    228
    MILLION
  • Total Number of Accounts
    1,156
    ACCOUNTS
  • Average Account Value
    $197,603
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
The map below shows states where this firm has explicit registration only.

CA, CO, FL, NH, NY, OR, TX, WA

Financial Advisors at Pacific Capital Associates
Showing 1 - 3 of 3 top financial advisors.
1
John Simon, financial advisor San Diego CA
John M. Simon
CRD#: 4100566
4747 Viewridge Ave Ste 107, San Diego, CA 92123

John Simon (CRD# 4100566) is an Investment Advisor Representative working at Pacific Capital Associates in San Diego, CA and has over 24 years of experience in the finance industry.

2
Kevin Stone, financial advisor San Diego CA
Kevin B. Stone
CRD#: 4597641
San Diego, CA

Kevin Stone (CRD# 4597641) is an Investment Advisor Representative working at Pacific Capital Associates in San Diego, CA and has 1 year of experience in the finance industry.

3
Richard Toscano, financial advisor San Diego CA
Richard E. Toscano
CRD#: 5151847
4747 Viewridge Ave Ste 107, San Diego, CA 92123

Richard Toscano (CRD# 5151847) is an Investment Advisor Representative working at Pacific Capital Associates in San Diego, CA and has over 17 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals