PACIFIC CAPITAL

Legal name: PACIFIC CAPITAL WEALTH ADVISORS, INC.

CRD 159294File 801-80494

APPROVED

Retail clients

Custody

Filing as of Mar 5, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$668.6M

Above cohort median (national)

Discretionary AUM

$668.6M

Clients

309 accounts

Employees

Above cohort median in CA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: LARO
Registration date: Nov 3, 2014
Principal office: 1861 CALIFORNIA AVENUE, SUITE 101, CORONA, CA, 92881
Phone: 844-777-8777
Website: HTTPS://WWW.INSTAGRAM.COM/PACIFICCAPITAL/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $668.6M
Discretionary AUM: $668.6M
Non-discretionary AUM: $0
Discretionary accounts: 309
Non-discretionary accounts: 0
Total accounts: 309
AUM per client: $8.5M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	1	$11.3M
High net worth individuals	62	$655.3M
Pension and profit sharing plans	5	$0
Individuals (other than high net worth individuals)	11	$2.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Fixed fees
Other (described) — % OF PLAN ASSETS; REFERRAL FEES FROM OTHER ADVISERS
A percentage of assets under your management

Advisory activities

Other advisory activities
Financial planning services
Portfolio management for other
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.