Data / Investment advisers / Oregon / Pacific Coast Investment Advisors, LLC
Pacific Coast Investment Advisors, LLC, West Linn, OR: $122 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Pacific Coast Investment Advisors, LLC is an SEC registered investment adviser with its main office in West Linn, Oregon and reports $122 million in regulatory assets under management in its Form ADV filed March 31, 2026. Its clients include individuals, high net worth individuals and corporations and other businesses. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Pacific Coast Investment Advisors, LLC (CRD number 137963): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 137963
- SEC file number
- 801-131414
- SEC status
- Approved, effective October 31, 2024
- Main office
- 1914 Willamette Falls Dr. Suite 180, West Linn, OR 97068
- Phone
- (503) 968-2500
- Website
- pacificcoastia.com
- Regulatory AUM
- $122,179,913 in the Form ADV filed March 31, 2026
- Discretionary AUM
- $122,179,913
- Accounts
- 312
- Employees
- 1, of which 1 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions
- Latest Form ADV filing
- March 31, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 75 | $99.8 million |
| High net worth individuals | 30 | $22.3 million |
| Corporations or other businesses | 3 | $113,746 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $122.2 million | March 31, 2026 |
| December 1, 2025 | $111.3 million | June 27, 2025 |
Other advisers in Oregon
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Tradewinds Wealth Management | Portland | $135.1 million | 1 | adviserinfo.sec.gov |
| JGC Tax & Wealth Management | Salem | $132 million | Not listed | adviserinfo.sec.gov |
| Uplevel Wealth | Portland | $131.4 million | Not listed | adviserinfo.sec.gov |
| Axiom Wealth Strategies, LLC | Bend | $124.7 million | Not listed | adviserinfo.sec.gov |
| Samara Capital | Beaverton | $123 million | Not listed | adviserinfo.sec.gov |
| Lifelong Wealth Management Group, LLC | Lake Oswego | $121.7 million | Not listed | adviserinfo.sec.gov |
| Willamette Financial Advisors, LLC | Portland | $117.5 million | Not listed | adviserinfo.sec.gov |
| Modernist Financial, LLC | Portland | $113.3 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Oregon
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Pacific Coast Investment Advisors, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.