{ "crd_number": 297601, "slug": "the-pacific-group-los-angeles-ca-297601", "primary_business_name": "THE PACIFIC GROUP", "legal_name": "PACIFIC ADVISORY CAPITAL GROUP, LLC", "dbas": [], "city": "Los Angeles", "state": "CA", "country": "United States", "cbsa_code": "31080", "metro": { "cbsa_code": "31080", "common_name": "Los Angeles", "msa_name": "Los Angeles-Long Beach-Anaheim, CA", "path": "/advisors/ca/los-angeles" }, "registration_type": "state", "registration_status": "APPROVED", "registration_date": "2019-08-12", "years_registered": 7, "period": "2026-10-01", "filing_date": "2026-08-26", "carried_forward": false, "raum_total": 37623203.0, "raum_discretionary": 37544419.0, "raum_non_discretionary": 78784.0, "raum_band": "25m_100m", "raum_band_label": "$25 million to $100 million", "total_employees": 2, "advisory_employees": 2, "client_count_bucket": "fewer_than_5_in_some_types", "clients_by_type": { "charitable": { "raum": 14243083.0, "count": 2, "fewer_than_5": true }, "individuals": { "raum": 1511615.0, "count": 13 }, "pension_profit_sharing": { "raum": 5132496.0, "count": 14 }, "high_net_worth_individuals": { "raum": 16736009.0, "count": 15 } }, "compensation_types": [ "percentage_of_aum" ], "advisory_activities": [ "periodicals_newsletters", "portfolio_management_individuals" ], "wrap_fee_participant": true, "disclosure_yes_count": 2, "states_registered": [ "CA", "TX" ], "websites": [ "https://linkedin.com/company/thepacificgroup", "https://thepacificgroup.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/297601", "disclosure_items": [ { "item": "11.E(3)", "question": "Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was the cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?" }, { "item": "11.E(4)", "question": "Has a self-regulatory organization or a commodities exchange ever disciplined the firm or an advisory affiliate by expelling or suspending it from membership, barring or suspending it from association with other members, or otherwise restricting its activities?" } ], "city_as_filed": "LOS ANGELES", "url": "https://advisorcensus.com/firm/the-pacific-group-los-angeles-ca-297601", "display_name": "The Pacific Group", "summary": "The Pacific Group is a state-registered investment advisory firm in Los Angeles, CA, registered since 2019, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 26, 2026.", "citation": "AdvisorCensus. The Pacific Group (CRD 297601): Form ADV filing data as of October 2026.", "registration_type_label": "State-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management" ], "advisory_activity_labels": [ "Portfolio management for individuals and/or small businesses", "Publication of periodicals or newsletters" ], "quick_answers": [ { "q": "How is The Pacific Group compensated?", "a": "On its Form ADV (Item 5.E, October 2026), The Pacific Group reports these compensation arrangements: a percentage of assets under its management." }, { "q": "Where is The Pacific Group located?", "a": "The Pacific Group's principal office is in Los Angeles, CA, according to its Form ADV." }, { "q": "Is The Pacific Group registered with the SEC or a state?", "a": "The Pacific Group is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 297601." }, { "q": "How much does The Pacific Group manage?", "a": "The Pacific Group reports $37,623,203 in regulatory assets under management in its Form ADV filing dated August 26, 2026 (100% discretionary)." }, { "q": "What types of clients does The Pacific Group serve?", "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (15); pension and profit sharing plans (but not the plan participants or government pension plans) (14); individuals (other than high net worth individuals) (13)." }, { "q": "Does The Pacific Group report any disciplinary disclosures?", "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.E(3) (self-regulatory organization's finding of causing a business's authorization to be denied, suspended, revoked, or restricted) and 11.E(4) (self-regulatory organization's expulsion, suspension, bar, or restriction). 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/297601" } ], "filing_history": [], "recent_changes": [], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/the-pacific-group-los-angeles-ca-297601.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 13, "fewer_than_5": false, "raum": 1511615.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 15, "fewer_than_5": false, "raum": 16736009.0 }, { "type": "pension_profit_sharing", "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)", "count": 14, "fewer_than_5": false, "raum": 5132496.0 }, { "type": "charitable", "label": "Charitable organizations", "count": 2, "fewer_than_5": true, "raum": 14243083.0 } ], "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.", "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/297601", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }