PACIFIC VALUE, LLC

CRD 147086File 801-69129

APPROVED

Retail clients

Custody

Filing as of Mar 26, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$190.0M

Bottom 25% of cohort (national)

Discretionary AUM

$190.0M

Clients

169

433 accounts

Employees

Bottom 25% of cohort in ID

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: SFRO
Registration date: May 12, 2008
Principal office: 101 SOUTH CAPITOL BLVD., SUITE 502, BOISE, ID, 83702
Phone: 208-331-2315
Website: HTTP://WWW.PACIFICVALUE.NET

Assets & accounts

ADV Item 5F

Total regulatory AUM: $190.0M
Discretionary AUM: $190.0M
Non-discretionary AUM: $0
Discretionary accounts: 433
Non-discretionary accounts: 0
Total accounts: 433
AUM per client: $1.1M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	1	$18.0M
Charitable organizations	1	$4.0M
High net worth individuals	52	$116.0M
Pension and profit sharing plans	5	$12.0M
Individuals (other than high net worth individuals)	110	$40.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

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: No
Related Person Custody Cash: Yes
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.