# Pactolus

> Pactolus is an SEC-registered investment advisory firm in Vienna, VA, registered since 2010, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 4, 2026.

- CRD: 155195
- Filed as: PACTOLUS
- Legal name: Pactolus Private Wealth Management LLC
- Also doing business as: PACTOLUS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Vienna, VA
- Filing period: October 2026
- Form ADV filing dated: September 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/155195
- AdvisorCensus page: https://advisorcensus.com/firm/pactolus-vienna-va-155195

## Quick answers

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

**How much does Pactolus charge?**
Its Form ADV Part 2A brochure dated August 5, 2026 states: Asset-based fee: 0.25% to 1% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Pactolus located?**
Pactolus' principal office is in Vienna, VA, according to its Form ADV.

**Is Pactolus registered with the SEC or a state?**
Pactolus is an SEC-registered investment advisory firm, registered since 2010. Status as filed: Approved. CRD 155195.

**How much does Pactolus manage?**
Pactolus reports $187,843,313 in regulatory assets under management in its Form ADV filing dated September 4, 2026 (62% discretionary).

**How have Pactolus' assets and staff changed since 2021?**
In the Form ADV data for Pactolus: Regulatory assets under management: $248,666,132 in the October 2021 data and $187,843,313 in the October 2026 data, down 24%. Total employees: 13 in October 2021 and 17 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Pactolus serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (302); pooled investment vehicles (other than investment companies and business development companies) (5).

**Which custodians does Pactolus use?**
Pactolus' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Pactolus 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/155195

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated August 5, 2026)

- Asset-based fee: 0.25% to 1% a year (a range, as the brochure states it)

> For sales of Private Investment, both PPWM and PCP typically charge an annual monitoring fee that typically ranges from 0.25% to 1.00%

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage 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: $187,843,313
- Discretionary: $116,783,215
- Non-discretionary: $71,060,098

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 302 | $115,813,214 |
| Pooled investment vehicles (other than investment companies and business development companies) | 5 | $72,030,099 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2010 (15 years)
- Employees: 17 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, MD, NY, TN, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [pactolus.com](https://pactolus.com)
- LinkedIn @pactolus-private-wealth-management

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $248,666,132 | 13 | June 4, 2021 |
| October 2022 | $266,386,525 | 13 | March 30, 2022 |
| October 2023 | $180,231,165 | 14 | March 30, 2023 |
| October 2024 | $185,836,257 | 13 | September 3, 2024 |
| October 2025 | $182,552,022 | 15 | July 23, 2025 |
| October 2026 | $187,843,313 | 17 | September 4, 2026 |

Regulatory assets under management: $248,666,132 in the October 2021 data and $187,843,313 in the October 2026 data, down 24%.
Total employees: 13 in October 2021 and 17 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pactolus (CRD 155195): Form ADV filing data as of October 2026.