# Pacific Income Advisers Inc > Pacific Income Advisers Inc is an SEC-registered investment advisory firm in El Segundo, CA, registered since 1986, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated June 25, 2026. - CRD: 104719 - Filed as: PACIFIC INCOME ADVISERS INC - Registration: SEC-registered investment adviser (status as filed: Approved) - Location: El Segundo, CA - Filing period: October 2026 - Form ADV filing dated: June 25, 2026 - SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/104719 - AdvisorCensus page: https://advisorcensus.com/firm/pacific-income-advisers-inc-el-segundo-ca-104719 ## Quick answers **How is Pacific Income Advisers Inc compensated?** On its Form ADV (Item 5.E, October 2026), Pacific Income Advisers Inc 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 Income Advisers Inc located?** Pacific Income Advisers Inc's principal office is in El Segundo, CA, according to its Form ADV. **Is Pacific Income Advisers Inc registered with the SEC or a state?** Pacific Income Advisers Inc is an SEC-registered investment advisory firm, registered since 1986. Status as filed: Approved. CRD 104719. **How much does Pacific Income Advisers Inc manage?** Pacific Income Advisers Inc reports $2,249,434,000 in regulatory assets under management in its Form ADV filing dated June 25, 2026 (100% discretionary). **How have Pacific Income Advisers Inc's assets and staff changed since 2021?** In the Form ADV data for Pacific Income Advisers Inc: Regulatory assets under management: $4,795,000,000 in the October 2021 data and $2,249,434,000 in the October 2026 data, down 53%. Total employees: 27 in October 2021 and 14 in October 2026. Assets under management move with markets as well as with clients coming and going. **What types of clients does Pacific Income Advisers Inc serve?** By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (2,374); corporations or other businesses not listed above (94); sovereign wealth funds and foreign official institutions (91). **Which custodians does Pacific Income Advisers Inc use?** Pacific Income Advisers Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Morgan Stanley and Wells Fargo Clearing Services, LLC as custodians holding 10% or more of its separately managed account assets. **Does Pacific Income Advisers Inc 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/104719 **What changed in Pacific Income Advisers Inc's recent Form ADV filings?** In the July 2026 filing data: Updated its list of owners and control persons (Schedule A). ## From the Form ADV filing ### Compensation (Item 5.E) - A percentage of assets under your management ### Custodians (Schedule D, Section 5.K(3)) - Morgan Stanley - Wells Fargo Clearing Services, LLC 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: $2,249,434,000 - Discretionary: $2,249,434,000 - Non-discretionary: $0 ### Clients (Item 5.D) | Client type | Clients | Assets | | --- | --- | --- | | Individuals (other than high net worth individuals) | 2,374 | $343,311,000 | | Investment companies | 5 | $753,050,000 | | Pooled investment vehicles (other than investment companies and business development companies) | 1 | $2,000,000 | | Pension and profit sharing plans (but not the plan participants or government pension plans) | 23 | $80,132,000 | | Charitable organizations | 58 | $116,766,000 | | State or municipal government entities (including government pension plans) | 10 | $122,971,000 | | Sovereign wealth funds and foreign official institutions | 91 | $128,505,000 | | Corporations or other businesses not listed above | 94 | $266,510,000 | | Other | 17 | $436,189,000 | ### Advisory services (Item 5.G) - Portfolio management for individuals and/or small businesses - Portfolio management for investment companies (and business development companies) - Portfolio management for pooled investment vehicles (other than investment companies) - Portfolio management for businesses (other than small businesses) or institutional clients ### Firm details - Registered since: 1986 (40 years) - Employees: 14 total, 10 performing advisory functions - Wrap fee program participation: Yes - States registered or notice-filed: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY - Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11. ### Websites listed on Form ADV (Item 1.I) - pacificincome.com - pacificincome.com/mutual-funds - LinkedIn @pacific-income-advisers ## Assets and staff over time | Data period | Regulatory assets under management | Employees | Filing dated | | --- | --- | --- | --- | | October 2021 | $4,795,000,000 | 27 | March 30, 2021 | | October 2022 | $2,232,441,000 | 16 | July 28, 2022 | | October 2023 | $1,831,014,000 | 14 | May 18, 2023 | | October 2024 | $1,962,896,000 | 14 | March 28, 2024 | | October 2025 | $2,107,440,000 | 14 | March 27, 2025 | | October 2026 | $2,249,434,000 | 14 | June 25, 2026 | Regulatory assets under management: $4,795,000,000 in the October 2021 data and $2,249,434,000 in the October 2026 data, down 53%. Total employees: 27 in October 2021 and 14 in October 2026. ## Changes in the filing (last 12 months) ### July 2026 - Updated its list of owners and control persons (Schedule A). ## Source Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pacific Income Advisers Inc (CRD 104719): Form ADV filing data as of October 2026.