Pacific Capital
Pacific Capital is an SEC-registered ria in Corona, CA with $668.6M assets under management (AUM, regulatory AUM), +0% over one year. See who owns Pacific Capital: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 159294, SEC 801-80494, data through 2026-03-05.
- AUM (assets under management / regulatory AUM)
- $668.6M (2026-03-05)
- Firm type
- Ria
- Location
- Corona, CA
- Employees
- 9
- Clients
- 79
- CRD
- 159294
- Ownership
- PURDIE, RYAN, AARON FLOYD; WILLARDSON, CHAD, T; WEST, AURIELLE, NICHOLE
How much AUM does Pacific Capital have?
Pacific Capital reported $668.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-05).
Who owns Pacific Capital?
Disclosed owners and executives of Pacific Capital include PURDIE, RYAN, AARON FLOYD, WILLARDSON, CHAD, T, WEST, AURIELLE, NICHOLE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.