A complete list of active advisors currently associated with Pacific Coast Investment Advisors, LLC

Warmer can help you find a great advisor at Pacific Coast Investment Advisors, LLC or one who fits your needs even better.

Pacific Coast Investment Advisors serves individuals, trusts, and small businesses, managing discretionary portfolios for roughly 105 clients and about $122 million in assets. The firm offers ongoing investment management and standalone financial planning engagements that deliver written plans and periodic account reporting. Portfolios are constructed from U.S. equities, Treasury and agency securities, municipal and corporate bonds, insured CDs, no‑load mutual funds, ETFs and publicly traded REITs, with limited use of ADRs and an explicit exclusion of options and futures. Investment decisions draw on qualitative and quantitative fundamental analysis with an emphasis on diversification, longer‑term holdings when appropriate, tax‑aware adjustments, and block trading/average‑price allocations for trade execution. The brochure discloses a 2025 consent order with the State of Washington related to transacting without registration, a disciplinary matter that resulted in fines and remedial payments and remains reflected on the firm’s ADV. Compared with many peers, the firm manages a relatively large pool of discretionary assets for its scale and documents operational practices such as standing transfer authorizations and direct fee debiting, and it generally does not vote client proxies.

To learn more about the advisors currently working at Pacific Coast Investment Advisors, LLC, 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.