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PACIFIC INCOME ADVISERS INC
CRD 104719File 801-27828
APPROVED
Retail clients
Filing as of Jun 25, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.25B
Top 25% of cohort (national)
Discretionary AUM
$2.25B
Clients
2,656
2,673 accounts
Employees
14
Top 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Sep 4, 1986
- Principal office
- 2321 ROSECRANS AVE., SUITE 1260, EL SEGUNDO, CA, 90245-4987
- Phone
- 310-393-1424
- Website
- HTTP://WWW.PACIFICINCOME.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.25B
- Discretionary AUM
- $2.25B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2,673
- Non-discretionary accounts
- 0
- Total accounts
- 2,673
- AUM per client
- $847K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 94 | $266.5M |
| Non-U.S. persons | 91 | $128.5M |
| Investment companies | 5 | $753.0M |
| Charitable organizations | 58 | $116.8M |
| Pooled investment vehicles | 1 | $2.0M |
| Pension and profit sharing plans | 23 | $80.1M |
| State or municipal government entities | 10 | $123.0M |
| Individuals (other than high net worth individuals) | 2,374 | $343.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 2,673 | 2,656 | decreased by17 |
| Apr 1, 2026 | Clients | 2,521 | 2,673 | increased by152 |
| Apr 1, 2026 | AUM | $2,107,440,000 | $2,249,434,000 | increased by$141,994,000 |
| Apr 1, 2026 | Accounts | 2,521 | 2,673 | increased by152 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 16 | 14 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 2,712 | 2,521 | decreased by191 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,232,441,000 | $2,107,440,000 | decreased by$125,001,000 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,712 | 2,521 | decreased by191 |
| Aug 1, 2022 | Disclosures | Yes | No | |
| Apr 1, 2022 | Employees | 27 | 16 | decreased by11 |
| Apr 1, 2022 | Clients | 2,730 | 2,712 | decreased by18 |
| Apr 1, 2022 | AUM | $4,795,000,000 | $2,232,441,000 | decreased by$2,562,559,000 |
| Apr 1, 2022 | Accounts | 2,730 | 2,712 | decreased by18 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PACIFIC INCOME” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PACIFIC INCOME” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.