# Pasco Investment Advisors Inc

> Pasco Investment Advisors Inc is a state-registered investment advisory firm in Westfield, NJ, registered since 2015, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 12, 2026.

- CRD: 106133
- Filed as: PASCO INVESTMENT ADVISORS INC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Westfield, NJ
- Filing period: October 2026
- Form ADV filing dated: January 12, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/106133
- AdvisorCensus page: https://advisorcensus.com/firm/pasco-investment-advisors-inc-westfield-nj-106133

## Quick answers

**How is Pasco Investment Advisors Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Pasco Investment Advisors 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 Pasco Investment Advisors Inc located?**
Pasco Investment Advisors Inc's principal office is in Westfield, NJ, according to its Form ADV.

**Is Pasco Investment Advisors Inc registered with the SEC or a state?**
Pasco Investment Advisors Inc is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 106133.

**How much does Pasco Investment Advisors Inc manage?**
Pasco Investment Advisors Inc reports $50,448,626 in regulatory assets under management in its Form ADV filing dated January 12, 2026 (100% discretionary).

**What types of clients does Pasco Investment Advisors Inc serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (29).

**Does Pasco Investment Advisors 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/106133

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $50,448,626
- Discretionary: $50,448,626
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $133,039 |
| High net worth individuals | 29 | $47,825,247 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $371,382 |
| Charitable organizations | Fewer than 5 | $1,003,599 |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | Fewer than 5 | $1,115,359 |

### 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: 2015 (11 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pasco Investment Advisors Inc (CRD 106133): Form ADV filing data as of October 2026.