{
  "crd_number": 310731,
  "slug": "pacific-point-advisors-llc-san-diego-ca-310731",
  "primary_business_name": "PACIFIC POINT ADVISORS, LLC",
  "legal_name": "PACIFIC POINT ADVISORS, LLC",
  "dbas": [],
  "city": "San Diego",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41740",
  "metro": {
    "cbsa_code": "41740",
    "common_name": "San Diego",
    "msa_name": "San Diego-Chula Vista-Carlsbad, CA",
    "path": "/advisors/ca/san-diego"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2022-07-22",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-07-10",
  "carried_forward": false,
  "raum_total": 389636943.0,
  "raum_discretionary": 389636943.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 9,
  "advisory_employees": 6,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 2505658.0,
      "count": 8
    },
    "other_investment_advisers": {
      "raum": 56256033.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 299758669.0,
      "count": 76
    },
    "pooled_investment_vehicles": {
      "raum": 31116583.0,
      "count": 2
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "financial_planning",
    "market_timing",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "ID",
    "TX"
  ],
  "websites": [
    "https://linkedin.com/company/pacific-point-llc",
    "https://pacificpoint.net",
    "https://pacificpointwm.com",
    "https://youtube.com/@pacificpoint"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/310731",
  "city_as_filed": "SAN DIEGO",
  "url": "https://advisorcensus.com/firm/pacific-point-advisors-llc-san-diego-ca-310731",
  "display_name": "Pacific Point Advisors, LLC",
  "summary": "Pacific Point Advisors, LLC is an SEC-registered investment advisory firm in San Diego, CA, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 10, 2026.",
  "citation": "AdvisorCensus. Pacific Point Advisors, LLC (CRD 310731): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)",
    "Market timing services"
  ],
  "quick_answers": [
    {
      "q": "How is Pacific Point Advisors, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Pacific Point Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees."
    },
    {
      "q": "What does Pacific Point Advisors, LLC's brochure say about its fees?",
      "a": "Its Form ADV Part 2A brochure dated July 10, 2026 states: Asset-based fee: 0.5% to 1.5% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Pacific Point Advisors, LLC located?",
      "a": "Pacific Point Advisors, LLC's principal office is in San Diego, CA, according to its Form ADV."
    },
    {
      "q": "Is Pacific Point Advisors, LLC registered with the SEC or a state?",
      "a": "Pacific Point Advisors, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 310731."
    },
    {
      "q": "How much does Pacific Point Advisors, LLC manage?",
      "a": "Pacific Point Advisors, LLC reports $389,636,943 in regulatory assets under management in its Form ADV filing dated July 10, 2026 (100% discretionary)."
    },
    {
      "q": "How have Pacific Point Advisors, LLC's assets and staff changed since 2022?",
      "a": "In the Form ADV data for Pacific Point Advisors, LLC: Regulatory assets under management: $111,216,353 in the October 2022 data and $389,636,943 in the October 2026 data, up 250%. Total employees: 5 in October 2022 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Pacific Point Advisors, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (76); individuals (other than high net worth individuals) (8); pooled investment vehicles (other than investment companies and business development companies) (2)."
    },
    {
      "q": "Which custodians does Pacific Point Advisors, LLC use?",
      "a": "Pacific Point Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Pacific Point Advisors, LLC report any disciplinary disclosures?",
      "a": "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/310731"
    },
    {
      "q": "What changed in Pacific Point Advisors, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 4 to 6. Regulatory assets under management went from $345,593,631 to $389,636,943 (+13%)."
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 111216353.0,
      "total_employees": 5,
      "filing_date": "2022-09-01"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 148461085.0,
      "total_employees": 8,
      "filing_date": "2023-09-15"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 212193287.0,
      "total_employees": 8,
      "filing_date": "2024-08-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 345593631.0,
      "total_employees": 10,
      "filing_date": "2025-06-27"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 389636943.0,
      "total_employees": 9,
      "filing_date": "2026-07-10"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 4 to 6.",
        "Regulatory assets under management went from $345,593,631 to $389,636,943 (+13%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated July 10, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.5% to 1.5% a year",
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.5% to 1.5% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "The Advisory Fee is generally calculated at an annual rate between 0.50% and 1.50%, payable quarterly in arrears, subject to the manner in which such fees are calculated by Pacific Point or the custodian"
        ]
      }
    ],
    "quotes": [
      "The Advisory Fee is generally calculated at an annual rate between 0.50% and 1.50%, payable quarterly in arrears, subject to the manner in which such fees are calculated by Pacific Point or the custodian"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/pacific-point-advisors-llc-san-diego-ca-310731.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 8,
      "fewer_than_5": false,
      "raum": 2505658.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 76,
      "fewer_than_5": false,
      "raum": 299758669.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 2,
      "fewer_than_5": false,
      "raum": 31116583.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": null,
      "fewer_than_5": true,
      "raum": 56256033.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/310731",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}