# Southern Pacific Asset Management L.L.C.

> Southern Pacific Asset Management L.L.C. is a state-registered investment advisory firm in Yuma, AZ, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 312822
- Filed as: SOUTHERN PACIFIC ASSET MANAGEMENT L.L.C.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Yuma, AZ
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/312822
- AdvisorCensus page: https://advisorcensus.com/firm/southern-pacific-asset-management-l-l-c-yuma-az-312822

## Quick answers

**How is Southern Pacific Asset Management L.L.C. compensated?**
On its Form ADV (Item 5.E, October 2026), Southern Pacific Asset Management L.L.C. 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 Southern Pacific Asset Management L.L.C. located?**
Southern Pacific Asset Management L.L.C.'s principal office is in Yuma, AZ, according to its Form ADV.

**Is Southern Pacific Asset Management L.L.C. registered with the SEC or a state?**
Southern Pacific Asset Management L.L.C. is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 312822.

**How much does Southern Pacific Asset Management L.L.C. manage?**
Southern Pacific Asset Management L.L.C. reports $9,140,000 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**What types of clients does Southern Pacific Asset Management L.L.C. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (86); high net worth individuals (1).

**Does Southern Pacific Asset Management L.L.C. 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/312822

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $9,140,000
- Discretionary: $9,140,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 86 | $7,040,000 |
| High net worth individuals | 1 | $2,100,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- southernpacificam.com
- Facebook @southernpacificam
- LinkedIn @shawn-mckeown

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Southern Pacific Asset Management L.L.C. (CRD 312822): Form ADV filing data as of October 2026.