Pacifica Capital Investments

Pacifica Capital Investments (CRD# 125790) is a financial advisory firm headquartered in Leander, TX. They manage $376,838,579 in 282 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    377
    MILLION
  • Total Number of Accounts
    282
    ACCOUNTS
  • Average Account Value
    $1,336,307
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)
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, WI

Financial Advisors at Pacifica Capital Investments
Showing 1 - 10 of 10 top financial advisors.
1
Blake Isaacson
CRD#: 4868584
5119 El Mirlo, Rancho Santa Fe, CA 92067
93
Wealthminder
score

Blake Isaacson (CRD# 4868584) is an Investment Advisor Representative working at Pacifica Capital Investments in Rancho Santa Fe, CA and has over 11 years of experience in the finance industry.

2
Clifford W. Lord
CRD#: 5687194
Leander, TX
93
Wealthminder
score

Clifford Lord (CRD# 5687194) is an Investment Advisor Representative working at Pacifica Capital Investments in Leander, TX and has over 7 years of experience in the finance industry.

3
Kari N. Pemberton
CRD#: 5650086
Leander, TX
93
Wealthminder
score

Kari Pemberton (CRD# 5650086) is an Investment Advisor Representative working at Pacifica Capital Investments in Leander, TX and has over 7 years of experience in the finance industry.

4
Graham P. Riley
CRD#: 5707797
Leander, TX
93
Wealthminder
score

Graham Riley (CRD# 5707797) is an Investment Advisor Representative working at Pacifica Capital Investments in Leander, TX and has over 7 years of experience in the finance industry.

5
Bodek Blair
CRD#: 6665862
3622 Pearl St., Philadelphia, PA 19104
90
Wealthminder
score

Bodek Blair (CRD# 6665862) is an Investment Advisor Representative working at Pacifica Capital Investments in Philadelphia, PA and has 1 year of experience in the finance industry.

6
Braden H. Ryan
CRD#: 4035432
Rancho Santa Fe, CA
90
Wealthminder
score

Braden Ryan (CRD# 4035432) is an Investment Advisor Representative working at Pacifica Capital Investments in Rancho Santa Fe, CA and has over 5 years of experience in the finance industry.

7
David A. Fried
CRD#: 6629284
8390 E. Crescent Pkwy, Suite 450, Greenwood Village, CO 80111
87
Wealthminder
score

David Fried (CRD# 6629284) is an Investment Advisor Representative working at Pacifica Capital Investments in Greenwood Village, CO and has 1 year of experience in the finance industry.

8
Steven C. Leonard
CRD#: 4648069
Rancho Santa Fe, CA
87
Wealthminder
score

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.

9
David Liu
CRD#: 6532536
Mequon, WI
87
Wealthminder
score

David Liu (CRD# 6532536) is an Investment Advisor Representative working at Pacifica Capital Investments in Mequon, WI and has 1 year of experience in the finance industry.

10
Steven J. Samuels
CRD#: 1001046
Westport, CT
73
Wealthminder
score

Steven Samuels (CRD# 1001046) is an Investment Advisor Representative working at Pacifica Capital Investments in Westport, CT and has over 32 years of experience in the finance industry.

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