A complete list of active advisors currently associated with Pacific Crest Asset Management LLC

Warmer can help you find a great advisor at Pacific Crest Asset Management LLC or one who fits your needs even better.

Pacific Crest Asset Management LLC is a small, independent registered investment adviser (registered in 2024 with the California Department of Financial Protection and Innovation) that provides discretionary portfolio management to individuals, high‑net‑worth clients, corporations, pension and charitable organizations on a percentage‑of‑AUM basis. The firm documents client objectives and risk tolerances in an Investment Policy Statement and generally expects a $100,000 minimum investment, which it may waive or negotiate. PCAM manages client assets directly and employs a mix of analytical methods — including charting, fundamental analysis, technical/cyclical analysis — and implements strategies using equities, fixed income, ETFs and long‑term purchases tailored to each client’s IPS. The firm seeks best execution, requests discretionary trading authority, and recommends Schwab Institutional as its primary custodian. Distinctive features include a very small client roster and concentrated asset level (seven clients with roughly $28.4 million in AUM), an in‑house management model without selection of third‑party advisers, and an explicit policy not to accept authority to vote client securities (clients receive proxies directly). PCAM is newly formed, reports no disciplinary history, and discloses receiving institutional services from Schwab and the potential for future soft‑dollar arrangements.

To learn more about the advisors currently working at Pacific Crest Asset Management 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.