RIA Intel›Advisers›Oklahoma›PISMO PACIFIC FINANCIAL SERVICES, LLC

PISMO PACIFIC FINANCIAL SERVICES, LLC

Advisory

NORMAN, OK

Data as of Jan 27, 2026 · Source: SEC Form ADV

Average account

$197K

across 95 accounts

AUM per adviser

$19M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 27, 2026.

Total AUM

$19M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$19M

Discretionary AUM$19M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients34

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, OK

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

34 clients

2 high-net-worth

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

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Advisers of similar size in OK

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

SANDMAN FINANCIAL INC.

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ESOTERIC WEALTH PARTNERS LLC

$18M

O'BRIEN CAPITAL ADVISORS, LLC

$20M

THE BUFFALO FINANCIAL GROUP LLC

$17M

JOHN H TAYLOR, LLC

$17M

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