RIA Intel›Advisers›Washington›FIRST PACIFIC FINANCIAL, INC.

FIRST PACIFIC FINANCIAL, INC.

Advisory

N·VANCOUVER, WA

Data as of Mar 23, 2026 · Source: SEC Form ADV

Total AUM

$1.9B

1-Year AUM Growth

+16.1%

3-Year CAGR

+14.9%

Employees

19

Assets Under Management

Total AUM$1.9B

Discretionary AUM$1.9B

Non-Discretionary AUM$6M

Discretionary %99.7%

Total Clients1,156

Team

Total Employees19

Investment Advisers33

Employee Growth (1Y)+7.1%

Filing History

Total Filings on Record50

First FilingAug 4, 2016

Latest FilingMar 23, 2026

🔒 Full AUM trend chart and 50 historical filings spanning 10+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on FIRST PACIFIC FINANCIAL, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.