# Pavlic Investment Advisors, Inc.

> Pavlic Investment Advisors, Inc. is an SEC-registered investment advisory firm in Delafield, WI, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 4, 2026.

- CRD: 111246
- Filed as: PAVLIC INVESTMENT ADVISORS, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Delafield, WI
- Filing period: October 2026
- Form ADV filing dated: May 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/111246
- AdvisorCensus page: https://advisorcensus.com/firm/pavlic-investment-advisors-inc-delafield-wi-111246

## Quick answers

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

**Is Pavlic Investment Advisors, Inc. registered with the SEC or a state?**
Pavlic Investment Advisors, Inc. is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 111246.

**How much does Pavlic Investment Advisors, Inc. manage?**
Pavlic Investment Advisors, Inc. reports $108,843,269 in regulatory assets under management in its Form ADV filing dated May 4, 2026 (84% discretionary).

**What types of clients does Pavlic Investment Advisors, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (58); high net worth individuals (28); pension and profit sharing plans (but not the plan participants or government pension plans) (1).

**Which custodians does Pavlic Investment Advisors, Inc. use?**
Pavlic Investment Advisors, Inc.'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.

**Does Pavlic 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 SEC record: https://adviserinfo.sec.gov/firm/summary/111246

**What changed in Pavlic Investment Advisors, Inc.'s recent Form ADV filings?**
In the June 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $108,843,269
- Discretionary: $91,965,325
- Non-discretionary: $16,877,944

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 58 | $25,560,945 |
| High net worth individuals | 28 | $81,452,307 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $1,830,017 |

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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL, TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- pavlic.com
- LinkedIn @pavlic-investment-advisors-inc

## Changes in the filing (last 12 months)

### June 2026
- Newly registered with the SEC.

### May 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pavlic Investment Advisors, Inc. (CRD 111246): Form ADV filing data as of October 2026.