# Pacific Capital Works, Inc.

> Pacific Capital Works, Inc. is a state-registered investment advisory firm in Portland, OR, registered since 2010, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 152250
- Filed as: PACIFIC CAPITAL WORKS, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Portland, OR
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/152250
- AdvisorCensus page: https://advisorcensus.com/firm/pacific-capital-works-inc-portland-or-152250

## Quick answers

**How is Pacific Capital Works, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Pacific Capital Works, Inc. 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 Pacific Capital Works, Inc. located?**
Pacific Capital Works, Inc.'s principal office is in Portland, OR, according to its Form ADV.

**Is Pacific Capital Works, Inc. registered with the SEC or a state?**
Pacific Capital Works, Inc. is a state-registered investment advisory firm, registered since 2010. Status as filed: APPROVED. CRD 152250.

**How much does Pacific Capital Works, Inc. manage?**
Pacific Capital Works, Inc. reports $52,785,693 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (96% discretionary).

**What types of clients does Pacific Capital Works, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (20); individuals (other than high net worth individuals) (2).

**Does Pacific Capital Works, Inc. 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/152250

## 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: $52,785,693
- Discretionary: $50,859,992
- Non-discretionary: $1,925,701

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 2 | $317,753 |
| High net worth individuals | 20 | $52,467,940 |

### 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2010 (16 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OR
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- pacificcapitalworks.com
- Facebook @pacificcapitalworks
- LinkedIn @pacific-capital-works

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pacific Capital Works, Inc. (CRD 152250): Form ADV filing data as of October 2026.