# Pacific Investment Research

> Pacific Investment Research is a state-registered investment advisory firm in Orange, CA, registered since 2012, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 10, 2026.

- CRD: 132063
- Filed as: PACIFIC INVESTMENT RESEARCH
- Legal name: Schultz Financial Management Corporation
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Orange, CA
- Filing period: October 2026
- Form ADV filing dated: June 10, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/132063
- AdvisorCensus page: https://advisorcensus.com/firm/pacific-investment-research-orange-ca-132063

## Quick answers

**How is Pacific Investment Research compensated?**
On its Form ADV (Item 5.E, October 2026), Pacific Investment Research reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Pacific Investment Research located?**
Pacific Investment Research's principal office is in Orange, CA, according to its Form ADV.

**Is Pacific Investment Research registered with the SEC or a state?**
Pacific Investment Research is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 132063.

**How much does Pacific Investment Research manage?**
Pacific Investment Research reports $150,477,772 in regulatory assets under management in its Form ADV filing dated June 10, 2026 (100% discretionary).

**What types of clients does Pacific Investment Research serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (49); individuals (other than high net worth individuals) (40).

**Does Pacific Investment Research 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/132063

## 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: $150,477,772
- Discretionary: $150,477,772
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 40 | $37,021,978 |
| High net worth individuals | 49 | $113,455,794 |

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

### Firm details
- Registered since: 2012 (14 years)
- Employees: 1 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)
- pacificinvestmentresearch.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pacific Investment Research (CRD 132063): Form ADV filing data as of October 2026.