# Mountain Pacific Investment Advisers, LLC

> Mountain Pacific Investment Advisers, LLC is an SEC-registered investment advisory firm in Boise, ID, registered since 1977, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 5, 2026.

- CRD: 104749
- Filed as: MOUNTAIN PACIFIC INVESTMENT ADVISERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boise, ID
- Filing period: October 2026
- Form ADV filing dated: March 5, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/104749
- AdvisorCensus page: https://advisorcensus.com/firm/mountain-pacific-investment-advisers-llc-boise-id-104749

## Quick answers

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

**How much does Mountain Pacific Investment Advisers, LLC charge?**
Its Form ADV Part 2A brochure dated March 5, 2026 states: Up to $1,000,000: 1% a year; $1,000,001 to $3,000,000: 0.75% a year; Above $3,000,001: 0.5% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Mountain Pacific Investment Advisers, LLC located?**
Mountain Pacific Investment Advisers, LLC's principal office is in Boise, ID, according to its Form ADV.

**Is Mountain Pacific Investment Advisers, LLC registered with the SEC or a state?**
Mountain Pacific Investment Advisers, LLC is an SEC-registered investment advisory firm, registered since 1977. Status as filed: Approved. CRD 104749.

**How much does Mountain Pacific Investment Advisers, LLC manage?**
Mountain Pacific Investment Advisers, LLC reports $933,709,300 in regulatory assets under management in its Form ADV filing dated March 5, 2026 (100% discretionary).

**How have Mountain Pacific Investment Advisers, LLC's assets and staff changed since 2021?**
In the Form ADV data for Mountain Pacific Investment Advisers, LLC: Regulatory assets under management: $1,653,736,293 in the October 2021 data and $933,709,300 in the October 2026 data, down 44%. Total employees: 5 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Mountain Pacific Investment Advisers, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (188); individuals (other than high net worth individuals) (102); charitable organizations (15).

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

**Does Mountain Pacific Investment Advisers, LLC 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/104749

**Does Mountain Pacific Investment Advisers, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 5, 2026 says: "In general, we require a minimum of $1,000,000 to open and maintain an advisory account. At our discretion, we may waive this minimum account size."

**What changed in Mountain Pacific Investment Advisers, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $1,748,422,067 to $933,709,300 (-47%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 5, 2026)

- Up to $1,000,000: 1% a year
- $1,000,001 to $3,000,000: 0.75% a year
- Above $3,000,001: 0.5% a year

> Standard Annual Fee Schedule • First $1,000,000 1.00% annually • Next $2,000,000 ($1,000,001-3,000,000) 0.75% annually • Above $3,000,000 0.50% annually

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> In general, we require a minimum of $1,000,000 to open and maintain an advisory account. At our discretion, we may waive this minimum account size.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

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

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: $933,709,300
- Discretionary: $933,709,300
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 102 | $62,715,482 |
| High net worth individuals | 188 | $767,346,543 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 6 | $24,604,331 |
| Charitable organizations | 15 | $47,594,744 |
| Corporations or other businesses not listed above | 8 | $31,448,200 |

### 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

### Firm details
- Registered since: 1977 (49 years)
- Employees: 6 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, ID, NY, OR, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [mountain-pacific.com](https://mountain-pacific.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,653,736,293 | 5 | June 2, 2021 |
| October 2022 | $2,010,105,437 | 5 | March 30, 2022 |
| October 2023 | $1,678,868,561 | 5 | March 13, 2023 |
| October 2024 | $1,931,996,135 | 6 | April 11, 2024 |
| October 2025 | $1,748,422,067 | 6 | July 29, 2025 |
| October 2026 | $933,709,300 | 6 | March 5, 2026 |

Regulatory assets under management: $1,653,736,293 in the October 2021 data and $933,709,300 in the October 2026 data, down 44%.
Total employees: 5 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $1,748,422,067 to $933,709,300 (-47%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Mountain Pacific Investment Advisers, LLC (CRD 104749): Form ADV filing data as of October 2026.