RIA Intel›Advisers›Oregon›PACIFIC CAPITAL WORKS, INC.

PACIFIC CAPITAL WORKS, INC.

Advisory

PORTLAND, OR

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in OR

#301

of 305 advisers by AUM

Average account

$2M

across 30 accounts

AUM per adviser

$53M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$53M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$53M

Discretionary AUM$51M

Non-Discretionary AUM$2M

Discretionary %96.4%

Total Clients22

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InOR, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

22 clients

20 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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