A complete list of active advisors currently associated with Pacific Capital
Warmer can help you find a great advisor at Pacific Capital or one who fits your needs even better.
Pacific Capital Wealth Advisors provides discretionary investment management and financial planning to high‑net‑worth families, individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations, and business entities. The firm reports approximately $668.6 million in assets under management across about 73 client relationships and offers a branded financial planning program called the Financial Life Inspection® alongside ongoing portfolio management and ERISA 3(21) plan services. The firm describes a disciplined asset management process that combines portfolio analysis, continuous monitoring, and periodic rebalancing, and it may employ a range of techniques including fundamental and technical analysis, options strategies, and both long‑ and short‑term trading. Pacific Capital manages client accounts on a discretionary basis, documents client objectives in an Investment Strategy Guide, and discloses that margin and borrowing may be used in client accounts (with fees billed on gross invested asset value when margin is utilized). Compared with many peer teams, Pacific Capital emphasizes sizable client relationships — its Form ADV states a typical account minimum of $25 million (waivable in certain circumstances) and a relatively small client base for its asset level — and offers a 100‑checkpoint Financial Life Inspection® as a standard planning deliverable. The brochure also highlights additional operational disclosures worth noting to prospective clients, including the firm’s use of third‑party custodial platforms (and related custodial benefits), potential conflicts when recommending third‑party advisers or insurance products, and disclosure about the firm’s use of AI tools and related risks.
To learn more about the advisors currently working at Pacific Capital, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Corona, CA
| 11
| |
Corona, CA
| 10
| |
Corona, CA
| 8
| |
Corona, CA
| 1
| |
Corona, CA
| 23
|
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