# Pacific Investment Counsel, Inc.

> Pacific Investment Counsel, Inc. is a state-registered investment advisory firm, registered since 1987, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 19, 2025.

- CRD: 136813
- Filed as: PACIFIC INVESTMENT COUNSEL, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in California
- Filing period: October 2026
- Form ADV filing dated: September 19, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/136813
- AdvisorCensus page: https://advisorcensus.com/firm/pacific-investment-counsel-inc-136813

## Quick answers

**How is Pacific Investment Counsel, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Pacific Investment Counsel, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Pacific Investment Counsel, Inc. registered with the SEC or a state?**
Pacific Investment Counsel, Inc. is a state-registered investment advisory firm, registered since 1987. Status as filed: APPROVED. CRD 136813.

**How much does Pacific Investment Counsel, Inc. manage?**
Pacific Investment Counsel, Inc. reports $47,624,464 in regulatory assets under management in its Form ADV filing dated September 19, 2025 (100% discretionary).

**What types of clients does Pacific Investment Counsel, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (55); high net worth individuals (9).

**Does Pacific Investment Counsel, 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/136813

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $47,624,464
- Discretionary: $47,624,464
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 55 | $6,608,171 |
| High net worth individuals | 9 | $33,615,620 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $7,400,673 |

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

### Firm details
- Registered since: 1987 (39 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [pacificinvestmentcounsel.com](https://pacificinvestmentcounsel.com)
- LinkedIn @pacific-investment-counsel-inc
- LinkedIn @s-david-andrew

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pacific Investment Counsel, Inc. (CRD 136813): Form ADV filing data as of October 2026.