Fee-only adviser · Gig Harbor, WA
Pacific Asset Management, LLC
Pacific Asset Management, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Gig Harbor, Washington. On its latest Form ADV, filed June 11, 2026, it reports $385M in regulatory assets under management, 370 individual clients and 5 employees who give 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 | SEC-registered |
|---|---|
| Firm CRD number | 115157 · SEC file 801-60894 |
| Office | 4320 Harborview DR Gig Harbor, WA 98332 |
| Phone | (253) 649-4600 |
| Website | www.pacificasset.com |
| Regulatory assets under management | $385M |
| Individual clients | 248 non-high-net-worth, 122 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 7 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | June 11, 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 charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- 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 Gig Harbor
- Fortitude Advisory Group L.L.C. $468M
- Opportunus Wealth Management, LLC $103M
- Faire Capital Group $102M
- Briarwood Financial $4.7M
- Pioneer Square Advisors, LLC $38M
- Aerie Advisory Group LLC $2.5B
See all 8 fee-only advisers in Gig Harbor →
Nearby
- Fox Island 1 firm
- University Place 1 firm
- Tacoma 10 firms
- Port Orchard 2 firms
- Federal Way 5 firms
- Puyallup 3 firms
- Lacey 2 firms
- Bainbridge Island 4 firms
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