A complete list of active advisors currently associated with Pacific Value, LLC

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

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.

To learn more about the advisors currently working at Pacific Value, 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.