Pac Capital, LLC

Pac Capital, LLC is a fee-only investment adviser registered with the securities regulator of Illinois, with a mailing address in Lake Forest, Illinois (its office is a private residence, so the street address is not published). On its latest Form ADV, filed March 29, 2026, it reports $73M in regulatory assets under management, 43 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

Registration	State-registered: Illinois
Firm CRD number	305303
Office	Lake Forest, IL (mailing address; office not published)
Phone	(312) 858-5810
Website	www.paccapitalgroup.com
Regulatory assets under management	$73M
Individual clients	8 non-high-net-worth, 35 high-net-worth
Financial planning clients	Not reported
How it charges	Percentage of assets, Fixed fee
Services	Portfolio management
Employees	2
Disciplinary disclosures	None reported
Latest Form ADV filing	March 29, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

• It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
• It also charges a percentage of assets managed for ongoing investment management.
• Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
• It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

Other fee-only advisers in Lake Forest

• North Shore Capital Group Investment Advisors, Inc $38M
• North Shore Private Asset Management, LLC $573M
• Buss Capital Management, LLC $30M
• Horizon Capital Management, LLC $136M
• Obar Wealth Management LLC $2.3M
• Tree City Investments, Inc. $49M

See all 8 fee-only advisers in Lake Forest →

Nearby

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• Highland Park 1 firm
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• Buffalo Grove 4 firms