Pacific Value, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$156,000,000
Clients
162
Advisors
3
of 4 employees
About
Pacific Value, LLC provides discretionary asset management and investment advice to individuals, families, retirement plans, trusts, and small corporations, tailoring services to each client's stated investment objectives and risk profile. As of March 15, 2025 the firm reported approximately $189 million in discretionary assets under management and generally maintains a $1,000,000 account minimum that may be waived at its discretion.
The firm follows a value-oriented, fundamental analysis approach that can result in concentrated positions in industries or sectors it views as undervalued and employs long-term, short-term, and occasional trading strategies; it also notes a willingness to hold cash and Treasury securities when overall valuations appear elevated. Pacific Value typically manages client accounts on a discretionary basis, with authority over security selection, timing, size, and broker choice consistent with client guidelines.
Noteworthy distinctions include the firm’s use of derivatives in separately managed accounts, an uncommon practice among similar supported advisers, and formal controls around personal trading such as trade reviews and block trading allocations. The firm also emphasizes operational and cybersecurity controls—maintaining a documented incident response program that requires 72-hour service provider breach notification and 30-day client email notification—and uses institutional brokerage and custody services (Trade‑PMR/First Clearing) that provide block trading, institutional access, and related execution and reporting capabilities.
Client services
Expertise
Fee options
Flat fee schedule as tiered rates defined above
$0 - $299,000: 1.40% $300,000 - $499,000: 1.15% $500,000 - $2,000,000: 1.00% $2,000,001+: Negotiable
Account minimum: $1,000,000
Main office
101 South Capitol Blvd., Suite 502
Boise ID 83702
Advisors at this office
3
Most active in
Idaho · Texas · Washington
Also doing business as
Pacific Value · Pacific Value, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Mark F
Series 63, Series 66
Boise, ID
Pacific Value, LLC
Mark Fredback is an advisor at Pacific Value, LLC with 19 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Pacific Value in 2008, he worked at RBC Capital Markets Corporation. Pacific Value, LLC provides discretionary asset management and investment advice to individuals, families, retirement plans, trusts, and small corporations, tailoring services to clients’ investment objectives and risk profiles. The firm employs a value-oriented, fundamental analysis approach with a range of investment strategies and maintains formal controls around trading and cybersecurity.
Eric F
Series 65
Boise, ID
Pacific Value, LLC
Eric Fredback is a Series 65-credentialed financial advisor at Pacific Value, LLC with nine years of industry experience. He has been with Pacific Value since 2015. Pacific Value, LLC provides discretionary asset management and investment advice to individuals, families, retirement plans, trusts, and small corporations, tailoring services to client investment objectives and risk profiles. The firm follows a value-oriented, fundamental analysis approach and employs a range of trading strategies, including the use of derivatives and formal controls around personal trading, while emphasizing operational and cybersecurity controls.
Scott F
CFA®, Series 63, Series 65
Boise, ID
Pacific Value, LLC
Scott Ferguson is a CFA® charterholder with 24 years of industry experience. He has worked at Pacific Value, LLC since 2008 and previously spent 10 years at D.A. Davidson & Co. Pacific Value, LLC provides discretionary asset management and investment advice to individuals, families, retirement plans, trusts, and small corporations. The firm follows a value-oriented, fundamental analysis approach and employs various trading strategies, including the use of derivatives, while maintaining formal controls on trading and emphasizing operational and cybersecurity measures.
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