Pacifica Capital Investments

Pacifica Capital Investments (CRD# 125790) is a financial advisory firm headquartered in Leander, TX. They manage $531,630,021 in 248 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
3550 Lakeline Blvd., Ste 170, #1715, Leander, TX 78641
http://www.pacificacapitalinvestments.com
By the Numbers
  • Total Assets Under Management
    532
    MILLION
  • Total Number of Accounts
    248
    ACCOUNTS
  • Average Account Value
    $2,143,669
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
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, CO, CT, NY, PA, TX

Financial Advisors at Pacifica Capital Investments
Showing 1 - 6 of 6 top financial advisors.
1
Blair Bodek, financial advisor Philadelphia PA
Blair H. Bodek
CRD#: 6665862
3622 Pearl St., Philadelphia, PA 19104

Blair Bodek (CRD# 6665862) is an Investment Advisor Representative working at Pacifica Capital Investments in Philadelphia, PA and has over 7 years of experience in the finance industry.

2
David Fried, financial advisor Greenwood Village CO
David A. Fried
CRD#: 6629284
8390 E. Crescent Pkwy, Suite 450, Greenwood Village, CO 80111

David Fried (CRD# 6629284) is an Investment Advisor Representative working at Pacifica Capital Investments in Greenwood Village, CO and has over 7 years of experience in the finance industry.

3
Blake Isaacson, financial advisor Rancho Santa Fe CA
Blake Isaacson
CRD#: 4868584
5119 El Mirlo, Rancho Santa Fe, CA 92067

Blake Isaacson (CRD# 4868584) is an Investment Advisor Representative working at Pacifica Capital Investments in Rancho Santa Fe, CA and has over 18 years of experience in the finance industry.

4
Kari Lambert, financial advisor Leander TX
Kari N. Lambert
CRD#: 5650086
Leander, TX

Kari Lambert (CRD# 5650086) is an Investment Advisor Representative working at Pacifica Capital Investments in Leander, TX and has over 14 years of experience in the finance industry.

5
Steven Leonard, financial advisor Rancho Santa Fe CA
Steven C. Leonard
CRD#: 4648069
Rancho Santa Fe, CA

Steven Leonard (CRD# 4648069) is an Investment Advisor Representative working at Pacifica Capital Investments in Rancho Santa Fe, CA and has 1 year of experience in the finance industry.

6
Graham Riley, financial advisor Leander TX
Graham P. Riley
CRD#: 5707797
Leander, TX

Graham Riley (CRD# 5707797) is an Investment Advisor Representative working at Pacifica Capital Investments in Leander, TX and has over 14 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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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