AdvisorCensus / Financial advisors / Oregon / Portland / Pace Financial Advisors
Pace Financial Advisors
Filed as PACE FINANCIAL ADVISORS · Legal name Pace Financial Advisors, Inc.
Pace Financial Advisors is an SEC-registered investment advisory firm in Hillsboro, OR, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 15, 2026.
Quick answers
From the filingHow is Pace Financial Advisors compensated?
On its Form ADV (Item 5.E, October 2026), Pace Financial Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges.
What does Pace Financial Advisors' brochure say about its fees?
Its Form ADV Part 2A brochure dated March 31, 2026 states: Asset-based fee: 0.5% to 2% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Pace Financial Advisors located?
Pace Financial Advisors' principal office is in Hillsboro, OR, according to its Form ADV; the May 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is Pace Financial Advisors registered with the SEC or a state?
Pace Financial Advisors is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 318359.
How much does Pace Financial Advisors manage?
Pace Financial Advisors reports $362,100,721 in regulatory assets under management in its Form ADV filing dated April 15, 2026 (100% discretionary).
How have Pace Financial Advisors' assets and staff changed since 2022?
In the Form ADV data for Pace Financial Advisors: Regulatory assets under management: $160,000,000 in the October 2022 data and $362,100,721 in the October 2026 data, up 126%. Total employees: 6 in October 2022 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Pace Financial Advisors serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,161); high net worth individuals (79); pension and profit sharing plans (but not the plan participants or government pension plans) (2).
Which custodians does Pace Financial Advisors use?
Pace Financial Advisors' 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 Pace Financial Advisors 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/318359
Does Pace Financial Advisors state an account minimum?
Its Form ADV Part 2A brochure dated March 31, 2026 says: "We do not have any minimum fee or account opening or minimum balance requirements."
What changed in Pace Financial Advisors' recent Form ADV filings?
In the May 2026 filing data: Registered or notice-filed in NC.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: 0.5% to 2% a year (a range, as the brochure states it)
The brochure's wording
We generally charge annual asset-based fees for these services ranging from 0.50% - 2.00% per year of the market value of your account.
Account minimum: None
The brochure's wording
We do not have any minimum fee or account opening or minimum balance requirements.
As stated in the firm's Form ADV Part 2A brochure dated March 31, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$362,100,721 as of October 2026, filing dated April 15, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Registration and firm details
Items 1, 2, 5- Legal name
- Pace Financial Advisors, Inc.
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2022 (4 years)
- Employees
- Total: 9. Performing investment advisory functions: 9.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the May 2026 filing
- States registered or notice-filed
-
14 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $362,100,721 | 9 | April 15, 2026 |
| October 2025 | $390,054,826 | 10 | June 2, 2025 |
| October 2024 | $300,978,627 | 9 | March 29, 2024 |
| October 2023 | $191,111,267 | 5 | April 25, 2023 |
| October 2022 | $160,000,000 | 6 | June 3, 2022 |
Regulatory assets under management: $160,000,000 in the October 2022 data and $362,100,721 in the October 2026 data, up 126%.
Total employees: 6 in October 2022 and 9 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- May 2026
- Registered or notice-filed in NC.
- April 2026
- Employees performing advisory functions went from 10 to 9.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Pace Financial Advisors (CRD 318359): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/pace-financial-advisors-hillsboro-or-318359