RIA Intel›Advisers›Delaware›PAC CAPITAL, LLC

PAC CAPITAL, LLC

Advisory

DE

Data as of Mar 29, 2026 · Source: SEC Form ADV

Average account
$426K
across 171 accounts
AUM per adviser
$73M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 29, 2026.

Total AUM
$73M
Discretionary %
100%
Clients
43
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$73M
Discretionary AUM$73M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients43
Team
Total Employees2
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InIL
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in DE

Closest by assets under management. All figures from Form ADV.

REYE PARTNERS ASSET MANAGEMENT LLC
$74M
CPK WEALTH MANAGEMENT LLC
$70M
VALOIR WEALTH LLC
$75M
GESAR CAPITAL MANAGEMENT LLC
$76M
STRIDER CAPITAL, LLC
$76M
MONTCHANIN ASSET MANAGEMENT, LLC
MONTCHANIN, DE
$69M
+22.6% 1Y

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