PACIFIC GLOBAL INVESTMENT MANAGEMENT COMPANY

CRD 106962File 801-41668

APPROVED

Retail clients

Custody

Filing as of Aug 7, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$87.5M

Bottom 25% of cohort (national)

Discretionary AUM

$86.9M

Non-discretionary $581K

Clients

127

198 accounts

Employees

Bottom 25% of cohort in CA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: LARO
Registration date: Jun 17, 1992
Principal office: 500 N. BRAND BLVD, STE 2160, GLENDALE, CA, 91203
Phone: 800-404-6693
Website: HTTP://WWW.PACIFICGLOBAL.US

Assets & accounts

ADV Item 5F

Total regulatory AUM: $87.5M
Discretionary AUM: $86.9M
Non-discretionary AUM: $581K
Discretionary accounts: 197
Non-discretionary accounts: 1
Total accounts: 198
AUM per client: $689K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$4.8M
Charitable organizations	Fewer than 5	$2.9M
High net worth individuals	45	$64.2M
Individuals (other than high net worth individuals)	79	$15.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.