Pacific Capital Associates, Inc.
● SEC registered since 2018CRD 160407SEC# 801-112260San Diego, CA
Reg. AUM
$258.8M
Employees
6
Accounts
1,082
Location
San Diego, CA
Pacific Capital Associates, Inc. assets under management
Pacific Capital Associates, Inc. is a registered investment adviser overseen by the SEC based in San Diego, CA. The firm has been registered since 2018. It reports $258.8 million in regulatory assets under management and employs 6 people.
Pacific Capital Associates, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John Matthew Simon Control | President | 50-75% | 2017 |
| Richard Esteban Toscano Control | Vice President | 25-50% | 2017 |
| Victoria Micaela Hooker Control | Chief Compliance Officer | Under 5% | 2026 |
Frequently asked questions
How much does Pacific Capital Associates, Inc. manage?
Pacific Capital Associates, Inc. reports $258.8 million in regulatory assets under management on its Form ADV.
How many employees does Pacific Capital Associates, Inc. have?
Pacific Capital Associates, Inc. reports 6 employees.
Where is Pacific Capital Associates, Inc. located?
Pacific Capital Associates, Inc. is based in San Diego, CA and has been SEC-registered since 2018.
Does Pacific Capital Associates, Inc. disclose fund performance?
Pacific Capital Associates, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4747 Viewridge Ave, Suite 107, San Diego, CA 92123-1688 |
| Phone | 858-560-5244 |
| Office hours | 8a.m. To 4p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$258.8M▲ 17%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 67%
Larger than 33% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$258.8Mregulatory AUM
Discretionary $258.8M