# Pacific Global Advisory Group LLC

> Pacific Global Advisory Group LLC is a state-registered investment advisory firm in Dallas, TX, registered since 2011, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 15, 2026.

- CRD: 158601
- Filed as: PACIFIC GLOBAL ADVISORY GROUP LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Dallas, TX
- Filing period: October 2026
- Form ADV filing dated: January 15, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/158601
- AdvisorCensus page: https://advisorcensus.com/firm/pacific-global-advisory-group-llc-dallas-tx-158601

## Quick answers

**How is Pacific Global Advisory Group LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Pacific Global Advisory Group LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Pacific Global Advisory Group LLC located?**
Pacific Global Advisory Group LLC's principal office is in Dallas, TX, according to its Form ADV.

**Is Pacific Global Advisory Group LLC registered with the SEC or a state?**
Pacific Global Advisory Group LLC is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 158601.

**How much does Pacific Global Advisory Group LLC manage?**
Pacific Global Advisory Group LLC reports $93,700,000 in regulatory assets under management in its Form ADV filing dated January 15, 2026 (100% discretionary).

**Does Pacific Global Advisory Group 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/158601

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $93,700,000
- Discretionary: $93,700,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | Fewer than 5 | $93,700,000 |

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

### Firm details
- Registered since: 2011 (15 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pacific Global Advisory Group LLC (CRD 158601): Form ADV filing data as of October 2026.