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FIRST PACIFIC FINANCIAL, INC.
CRD 284736File 801-108251
APPROVED
Retail clients
Filing as of May 12, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.93B
Top 25% of cohort (national)
Discretionary AUM
$1.92B
Non-discretionary $5.7M
Clients
1,312
4,448 accounts
Employees
33
Top 25% of cohort in WA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Aug 17, 2016
- Principal office
- 610 ESTHER STREET, SUITE 100, VANCOUVER, WA, 98660
- Phone
- (360) 254-2585
- Website
- HTTP://FP-FINANCIAL.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.93B
- Discretionary AUM
- $1.92B
- Non-discretionary AUM
- $5.7M
- Discretionary accounts
- 4,446
- Non-discretionary accounts
- 2
- Total accounts
- 4,448
- AUM per client
- $1.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 15 | $78.0M |
| Charitable organizations | 5 | $19.4M |
| High net worth individuals | 565 | $1.51B |
| Pension and profit sharing plans | Fewer than 5 | $2.2M |
| Individuals (other than high net worth individuals) | 726 | $318.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- 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
- 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 31 | 33 | increased by2 |
| Apr 1, 2026 | Custody | Yes | No | |
| Apr 1, 2026 | Clients | 1,156 | 1,312 | increased by156 |
| Apr 1, 2026 | AUM | $1,512,115,778 | $1,925,820,843 | increased by$413,705,065 |
| Apr 1, 2026 | Accounts | 3,785 | 4,448 | increased by663 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 30 | 31 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 932 | 1,156 | increased by224 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,047,966,061 | $1,512,115,778 | increased by$464,149,717 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,861 | 3,785 | increased by924 |
| May 1, 2022 | Employees | 29 | 30 | increased by1 |
| Apr 1, 2022 | Employees | 13 | 29 | increased by16 |
| Apr 1, 2022 | Clients | 1,060 | 932 | decreased by128 |
| Apr 1, 2022 | AUM | $841,111,158 | $1,047,966,061 | increased by$206,854,903 |
| Apr 1, 2022 | Accounts | 2,656 | 2,861 | increased by205 |
| Jan 1, 2022 | Employees | 14 | 13 | decreased by1 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “FIRST PACIFIC” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FIRST PACIFIC” may also match similarly-named firms). Confirm identity against each filing.
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.