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PACIFIC INVESTMENT COUNSEL, INC.

Advisory

CA

Data as of Sep 19, 2025 · Source: SEC Form ADV

Rank in CA
#3,513
of 5,480 advisers by AUM
Average account
$711K
across 67 accounts
AUM per adviser
$48M
1 advisers

Source: SEC Form ADV. Figures as filed Sep 19, 2025.

Total AUM
$48M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
2
Assets Under Management
Total AUM$48M
Discretionary AUM$48M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients64
Team
Total Employees2
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndJuly
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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