← Directory
PACIFIC FINANCIAL ADVISORS
Legal name: PACIFIC FINANCIAL ADVISORS, INC.
CRD 154160File 801-136357
APPROVED
Retail clients
Disclosure events
Filing as of Jun 26, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$110.2M
Bottom 25% of cohort (national)
Discretionary AUM
$110.2M
Clients
184
184 accounts
Employees
6
Bottom 25% of cohort in WA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jun 8, 2026
- Principal office
- 11400 SE 8TH AV SE, SUITE 460, BELLEVUE, WA, 98004
- Phone
- 425-458-3292
- Website
- HTTPS://WWW.PACIFICFA.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $110.2M
- Discretionary AUM
- $110.2M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 184
- Non-discretionary accounts
- 0
- Total accounts
- 184
- AUM per client
- $599K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 48 | $80.1M |
| Individuals (other than high net worth individuals) | 136 | $30.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- 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 11- Q11D1
- Q11D2
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.