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 12 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 8 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 8 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 8 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 over 2 years 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 33 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.