A complete list of active advisors currently associated with Pactolus

Warmer can help you find a great advisor at Pactolus or one who fits your needs even better.

Pactolus provides fee‑based, family office and wealth management services to high‑net‑worth families, related trusts, charitable entities, corporations, and other business entities. Offerings include individualized investment advisory and portfolio management, financial and estate planning, tax‑aware investment advice, family office and concierge services, real estate consulting, and structured loan diligence. The firm typically manages client accounts on a discretionary basis, uses quantitative and third‑party research tools and sub‑advisers where appropriate, and offers a bundled wrap‑fee program that combines advisory services with trade execution. Pactolus also serves as manager to private funds and may place clients into pooled investment vehicles or separately managed accounts as part of broader wealth‑planning solutions. Pactolus differs from many peer team firms in several uncommon ways: it is affiliated with a FINRA‑registered broker‑dealer (Pactolus Capital Partners) whose representatives may solicit private investments and receive commissions, monitoring or due diligence fees; the firm sponsors and manages proprietary feeder/private funds and may earn asset‑based and performance‑based fees and act as general partner for pooled vehicles. The firm’s focus on ultra/high‑net‑worth and family office clients (rather than retail, non‑HNW individuals) and its involvement in private fund sponsorship, commissionable private investment sales, and wrap program sponsorship are highlighted in its disclosures and noted as potential sources of conflicts of interest.

To learn more about the advisors currently working at Pactolus, 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.