# First Pacific Financial, Inc.

> First Pacific Financial, Inc. is an SEC-registered investment advisory firm in Vancouver, WA, registered since 2016, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated May 12, 2026.

- CRD: 284736
- Filed as: FIRST PACIFIC FINANCIAL, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Vancouver, WA
- Filing period: October 2026
- Form ADV filing dated: May 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/284736
- AdvisorCensus page: https://advisorcensus.com/firm/first-pacific-financial-inc-vancouver-wa-284736

## Quick answers

**How is First Pacific Financial, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), First Pacific Financial, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is First Pacific Financial, Inc. located?**
First Pacific Financial, Inc.'s principal office is in Vancouver, WA, according to its Form ADV; the June 2026 filing also lists 4 other offices (Schedule D, Section 1.F).

**Is First Pacific Financial, Inc. registered with the SEC or a state?**
First Pacific Financial, Inc. is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 284736.

**How much does First Pacific Financial, Inc. manage?**
First Pacific Financial, Inc. reports $1,925,820,843 in regulatory assets under management in its Form ADV filing dated May 12, 2026 (100% discretionary).

**How have First Pacific Financial, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for First Pacific Financial, Inc.: Regulatory assets under management: $841,111,158 in the October 2021 data and $1,925,820,843 in the October 2026 data, up 129%. Total employees: 14 in October 2021 and 33 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does First Pacific Financial, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (726); high net worth individuals (565); corporations or other businesses not listed above (15).

**Which custodians does First Pacific Financial, Inc. use?**
First Pacific Financial, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. Advisor Services as a custodian holding 10% or more of its separately managed account assets.

**Does First Pacific Financial, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/284736

**What changed in First Pacific Financial, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 17 to 19. Regulatory assets under management went from $1,512,115,778 to $1,925,820,843 (+27%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc. Advisor Services

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,925,820,843
- Discretionary: $1,920,156,337
- Non-discretionary: $5,664,506

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 726 | $318,282,684 |
| High net worth individuals | 565 | $1,507,882,969 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $2,176,565 |
| Charitable organizations | 5 | $19,448,461 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 15 | $78,030,164 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2016 (10 years)
- Employees: 33 total, 19 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, AZ, CA, CO, FL, HI, ID, NC, NH, NV, OH, OR, TX, UT, VA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- Bellevue, WA
- Juneau, AK
- Portland, OR
- Seattle, WA

### Websites listed on Form ADV (Item 1.I)
- fp-financial.com
- plus.google.com/+FIRSTPACIFICASSOCIATES
- Facebook @FIRST-PACIFIC-FINANCIAL-152729758092926
- LinkedIn @1386227

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $841,111,158 | 14 | September 23, 2021 |
| October 2022 | $1,047,966,061 | 30 | August 24, 2022 |
| October 2023 | $1,100,167,822 | 28 | April 19, 2023 |
| October 2024 | $1,277,336,455 | 28 | September 25, 2024 |
| October 2025 | $1,512,115,778 | 32 | July 7, 2025 |
| October 2026 | $1,925,820,843 | 33 | May 12, 2026 |

Regulatory assets under management: $841,111,158 in the October 2021 data and $1,925,820,843 in the October 2026 data, up 129%.
Total employees: 14 in October 2021 and 33 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 17 to 19.
- Regulatory assets under management went from $1,512,115,778 to $1,925,820,843 (+27%).

### December 2025
- Employees performing advisory functions went from 18 to 17.
- Registered or notice-filed in VA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. First Pacific Financial, Inc. (CRD 284736): Form ADV filing data as of October 2026.