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PAVLIC INVESTMENT ADVISORS, INC.
CRD 111246File 801-136029
APPROVED
Retail clients
Filing as of May 4, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$108.8M
Bottom 25% of cohort (national)
Discretionary AUM
$92.0M
Non-discretionary $16.9M
Clients
87
195 accounts
Employees
2
Bottom 25% of cohort in WI
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- May 5, 2026
- Principal office
- 440 WELLS STREET, 203, DELAFIELD, WI, 53018
- Phone
- 262-646-4300
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $108.8M
- Discretionary AUM
- $92.0M
- Non-discretionary AUM
- $16.9M
- Discretionary accounts
- 191
- Non-discretionary accounts
- 4
- Total accounts
- 195
- AUM per client
- $1.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 28 | $81.5M |
| Pension and profit sharing plans | Fewer than 5 | $1.8M |
| Individuals (other than high net worth individuals) | 58 | $25.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- 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 |
|---|---|---|---|
| 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.