# PAC Capital, LLC

> PAC Capital, LLC is a state-registered investment advisory firm in Lake Forest, IL, registered since 2019, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 29, 2026.

- CRD: 305303
- Filed as: PAC CAPITAL, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Lake Forest, IL
- Filing period: October 2026
- Form ADV filing dated: March 29, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/305303
- AdvisorCensus page: https://advisorcensus.com/firm/pac-capital-llc-lake-forest-il-305303

## Quick answers

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

**Where is PAC Capital, LLC located?**
PAC Capital, LLC's principal office is in Lake Forest, IL, according to its Form ADV.

**Is PAC Capital, LLC registered with the SEC or a state?**
PAC Capital, LLC is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 305303.

**How much does PAC Capital, LLC manage?**
PAC Capital, LLC reports $72,858,144 in regulatory assets under management in its Form ADV filing dated March 29, 2026 (100% discretionary).

**What types of clients does PAC Capital, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (35); individuals (other than high net worth individuals) (8).

**Does PAC Capital, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/305303

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $72,858,144
- Discretionary: $72,858,144
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 8 | $2,869,492 |
| High net worth individuals | 35 | $69,988,652 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Not reported | $0 |
| Charitable organizations | Not reported | $0 |
| State or municipal government entities (including government pension plans) | Not reported | $0 |
| Other investment advisers | Not reported | $0 |
| Insurance companies | Not reported | $0 |
| Sovereign wealth funds and foreign official institutions | Not reported | $0 |
| Corporations or other businesses not listed above | Not reported | $0 |
| Other | Not reported | $0 |

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

### Firm details
- Registered since: 2019 (7 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- paccapitalgroup.com
- Facebook @paccapital
- LinkedIn @paccapital

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. PAC Capital, LLC (CRD 305303): Form ADV filing data as of October 2026.