# Pioneer Square Advisors, LLC

> Pioneer Square Advisors, LLC is a state-registered investment advisory firm in Gig Harbor, WA, registered since 2016, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 19, 2026.

- CRD: 143609
- Filed as: PIONEER SQUARE ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Gig Harbor, WA
- Filing period: October 2026
- Form ADV filing dated: March 19, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/143609
- AdvisorCensus page: https://advisorcensus.com/firm/pioneer-square-advisors-llc-gig-harbor-wa-143609

## Quick answers

**How is Pioneer Square Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Pioneer Square Advisors, LLC reports these compensation arrangements: fixed fees (other than subscription fees); other.

**Where is Pioneer Square Advisors, LLC located?**
Pioneer Square Advisors, LLC's principal office is in Gig Harbor, WA, according to its Form ADV.

**Is Pioneer Square Advisors, LLC registered with the SEC or a state?**
Pioneer Square Advisors, LLC is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 143609.

**How much does Pioneer Square Advisors, LLC manage?**
Pioneer Square Advisors, LLC reports $38,305,710 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (0% discretionary).

**Does Pioneer Square Advisors, LLC report any disciplinary disclosures?**
Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/143609

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $38,305,710
- Discretionary: $0
- Non-discretionary: $38,305,710

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $38,305,710 |

### Advisory services (Item 5.G)
- Financial planning services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2016 (10 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WA
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(2): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/143609

### Websites listed on Form ADV (Item 1.I)
- psquareadv.com
- LinkedIn @pioneer-square-advisors-llc

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pioneer Square Advisors, LLC (CRD 143609): Form ADV filing data as of October 2026.