# The Pacific Center for Financial Services

> The Pacific Center for Financial Services is an SEC-registered investment advisory firm in Danville, CA, registered since 1997, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 28, 2026.

- CRD: 104557
- Filed as: THE PACIFIC CENTER FOR FINANCIAL SERVICES
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Danville, CA
- Filing period: October 2026
- Form ADV filing dated: September 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/104557
- AdvisorCensus page: https://advisorcensus.com/firm/the-pacific-center-for-financial-services-danville-ca-104557

## Quick answers

**How is The Pacific Center for Financial Services compensated?**
On its Form ADV (Item 5.E, October 2026), The Pacific Center for Financial Services reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does The Pacific Center for Financial Services charge?**
Its Form ADV Part 2A brochure dated June 1, 2026 states: Flat fee: $250 to $2,000 (financial planning and consulting services under a stand-alone engagement); Hourly rate: $200 an hour (financial planning and consulting services under a stand-alone engagement). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is The Pacific Center for Financial Services located?**
The Pacific Center for Financial Services' principal office is in Danville, CA, according to its Form ADV.

**Is The Pacific Center for Financial Services registered with the SEC or a state?**
The Pacific Center for Financial Services is an SEC-registered investment advisory firm, registered since 1997. Status as filed: Approved. CRD 104557.

**How much does The Pacific Center for Financial Services manage?**
The Pacific Center for Financial Services reports $1,097,003,444 in regulatory assets under management in its Form ADV filing dated September 28, 2026 (95% discretionary).

**How have The Pacific Center for Financial Services' assets and staff changed since 2021?**
In the Form ADV data for The Pacific Center for Financial Services: Regulatory assets under management: $808,536,406 in the October 2021 data and $1,097,003,444 in the October 2026 data, up 36%. Total employees: 5 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does The Pacific Center for Financial Services serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (436); high net worth individuals (353).

**Which custodians does The Pacific Center for Financial Services use?**
The Pacific Center for Financial Services' 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 The Pacific Center for Financial Services 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/104557

**What changed in The Pacific Center for Financial Services' recent Form ADV filings?**
In the October 2026 filing data: Employees performing advisory functions went from 4 to 5. Regulatory assets under management went from $960,563,329 to $1,097,003,444 (+14%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated June 1, 2026)

- Flat fee: $250 to $2,000 (financial planning and consulting services under a stand-alone engagement)

> PCFS charges a fixed and/or hourly fee for providing financial planning and consulting services under a stand-alone engagement. These fees are negotiable, but range from $250 to $2,000 on a fixed fee basis

- Hourly rate: $200 an hour (financial planning and consulting services under a stand-alone engagement)

> PCFS charges a fixed and/or hourly fee for providing financial planning and consulting services under a stand-alone engagement. These fees are negotiable, but range from $250 to $2,000 on a fixed fee basis and/or $200 on an hourly basis

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

### 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: $1,097,003,444
- Discretionary: $1,043,839,757
- Non-discretionary: $53,163,687

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 436 | $162,651,958 |
| High net worth individuals | 353 | $934,351,486 |

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

### Firm details
- Registered since: 1997 (28 years)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, FL, HI, NV, OR, TX, UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- pcfsonline.com
- LinkedIn @the-pacific-center-for-financial-services
- LinkedIn @ashley-m-souza-aif®-3a901268
- LinkedIn @stephen-schliesser-1218596

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $808,536,406 | 5 | September 21, 2021 |
| October 2022 | $703,368,126 | 4 | September 28, 2022 |
| October 2023 | $758,515,730 | 4 | September 29, 2023 |
| October 2024 | $878,846,223 | 4 | September 27, 2024 |
| October 2025 | $878,846,223 | 4 | September 27, 2024 |
| October 2026 | $1,097,003,444 | 5 | September 28, 2026 |

Regulatory assets under management: $808,536,406 in the October 2021 data and $1,097,003,444 in the October 2026 data, up 36%.
Total employees: 5 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Employees performing advisory functions went from 4 to 5.
- Regulatory assets under management went from $960,563,329 to $1,097,003,444 (+14%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Pacific Center for Financial Services (CRD 104557): Form ADV filing data as of October 2026.