# Pacific Canyon Investments

> Pacific Canyon Investments is a state-registered investment advisory firm, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 331320
- Filed as: PACIFIC CANYON INVESTMENTS
- Legal name: Pacific Canyon Investments LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/331320
- AdvisorCensus page: https://advisorcensus.com/firm/pacific-canyon-investments-331320

## Quick answers

**How is Pacific Canyon Investments compensated?**
On its Form ADV (Item 5.E, October 2026), Pacific Canyon Investments 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.

**Is Pacific Canyon Investments registered with the SEC or a state?**
Pacific Canyon Investments is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 331320.

**How much does Pacific Canyon Investments manage?**
Pacific Canyon Investments reports $14,488,435 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (96% discretionary).

**What types of clients does Pacific Canyon Investments serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (69); high net worth individuals (8).

**Does Pacific Canyon Investments 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/331320

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $14,488,435
- Discretionary: $13,853,954
- Non-discretionary: $634,481

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 69 | $8,202,917 |
| High net worth individuals | 8 | $6,285,518 |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | Not reported |
| Charitable organizations | Fewer than 5 | Not reported |
| State or municipal government entities (including government pension plans) | Fewer than 5 | Not reported |
| Other investment advisers | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | Not reported |
| Corporations or other businesses not listed above | Fewer than 5 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2024 (2 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- pacificcanyoninvestments.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pacific Canyon Investments (CRD 331320): Form ADV filing data as of October 2026.