# Pacesetter Financial Group, L.L.C. > Pacesetter Financial Group, L.L.C. is an SEC-registered investment advisory firm in Lincoln, IL, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 15, 2026. - CRD: 123287 - Filed as: PACESETTER FINANCIAL GROUP, L.L.C. - Registration: SEC-registered investment adviser (status as filed: Approved) - Location: Lincoln, IL - Filing period: October 2026 - Form ADV filing dated: September 15, 2026 - SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/123287 - AdvisorCensus page: https://advisorcensus.com/firm/pacesetter-financial-group-l-l-c-lincoln-il-123287 ## Quick answers **How is Pacesetter Financial Group, L.L.C. compensated?** On its Form ADV (Item 5.E, October 2026), Pacesetter Financial Group, L.L.C. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure. **Where is Pacesetter Financial Group, L.L.C. located?** Pacesetter Financial Group, L.L.C.'s principal office is in Lincoln, IL, according to its Form ADV. **Is Pacesetter Financial Group, L.L.C. registered with the SEC or a state?** Pacesetter Financial Group, L.L.C. is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 123287. **How much does Pacesetter Financial Group, L.L.C. manage?** Pacesetter Financial Group, L.L.C. reports $170,483,806 in regulatory assets under management in its Form ADV filing dated September 15, 2026 (83% discretionary). **How have Pacesetter Financial Group, L.L.C.'s assets and staff changed since 2024?** In the Form ADV data for Pacesetter Financial Group, L.L.C.: Regulatory assets under management: $124,998,176 in the October 2024 data and $170,483,806 in the October 2026 data, up 36%. Total employees: 9 in October 2024 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going. **What types of clients does Pacesetter Financial Group, L.L.C. serve?** By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (307); high net worth individuals (52); pension and profit sharing plans (but not the plan participants or government pension plans) (4). **Which custodians does Pacesetter Financial Group, L.L.C. use?** Pacesetter Financial Group, L.L.C.'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 Pacesetter Financial Group, L.L.C. 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/123287 **What changed in Pacesetter Financial Group, L.L.C.'s recent Form ADV filings?** In the October 2026 filing data: Employees performing advisory functions went from 3 to 4. ## 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. 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: $170,483,806 - Discretionary: $140,814,271 - Non-discretionary: $29,669,535 ### Clients (Item 5.D) | Client type | Clients | Assets | | --- | --- | --- | | Individuals (other than high net worth individuals) | 307 | $55,366,958 | | High net worth individuals | 52 | $94,793,487 | | 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) | 4 | $14,959,013 | | Charitable organizations | 4 | $4,364,234 | | 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 | 4 | $1,000,114 | | 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: 2024 (2 years) - Employees: 10 total, 4 performing advisory functions - Wrap fee program participation: No - States registered or notice-filed: IL, TX - Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11. ### Websites listed on Form ADV (Item 1.I) - pacesetterfinancial.com - Facebook @pacesetterfinancial - LinkedIn @pacesetter-financial-group ## Assets and staff over time | Data period | Regulatory assets under management | Employees | Filing dated | | --- | --- | --- | --- | | October 2024 | $124,998,176 | 9 | September 5, 2024 | | October 2025 | $145,482,825 | 9 | February 21, 2025 | | October 2026 | $170,483,806 | 10 | September 15, 2026 | Regulatory assets under management: $124,998,176 in the October 2024 data and $170,483,806 in the October 2026 data, up 36%. Total employees: 9 in October 2024 and 10 in October 2026. ## Changes in the filing (last 12 months) ### October 2026 - Employees performing advisory functions went from 3 to 4. ### April 2026 - Employees performing advisory functions went from 4 to 3. - Regulatory assets under management went from $145,482,825 to $170,483,806 (+17%). ## Source Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pacesetter Financial Group, L.L.C. (CRD 123287): Form ADV filing data as of October 2026.