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Pacific Canyon Investments

Updated today

Client assets under management

$14,488,435

Clients

77

10% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

39

Low

Average account size

$188,161

About

Pacific Canyon Investments serves individual and family clients, including high‑net‑worth households, while also advising a diverse set of institutional clients such as retirement plans and other investment advisers. The firm provides financial planning, portfolio management, financial consulting, and discretionary advisory services for institutional plans.

Its investment approach combines a tech‑forward, disruptive‑innovation focus with value‑based fundamental analysis, using tools like covered calls and option spreads for concentrated positions. Clients may elect negative screening or positive‑screening sleeves and receive separately managed accounts tailored to their objectives and risk tolerances.

Distinctive for a small, recently founded, minority‑owned adviser, Pacific Canyon accepts uncommon client types for its peer group — including sovereign wealth, banking and thrift institutions, state or municipal governments, and insurance entities — and provides institutional services such as investment policy development, manager due diligence, and participant engagement. The firm also offers customized educational seminars and workshops and maintains an independently operated tax‑preparation business that clients may engage separately.

Client services

Financial planning Portfolio management Educational seminars or workshops

Expertise

Concentrated stock management Options & derivatives strategies ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Founder/Business Owner Executive

Demographic focus

Hispanic/Latino/Latinx

Fee options

Fixed

Financial consulting fees based on annual household income, e.g., $3,000 to $12,000-$15,000 per year; institutional advisory services flat rate or 0.1% to 0.25%; educational seminars/workshops fees are negotiated

Percentage

$0 - $250,000: 1.5% $250,000 - $1,000,000: 1.25% $1,000,000 - $5,000,000: 1.0% $5,000,000+: 0.75%

Project-based
Other

Minimum fee: $3,000 annual minimum fee applies to all advisory relationships Fee-only: Fee-only advisor; no commissions or sales charges accepted

Main office location

Pacific Canyon Investments

Scottsdale AZ, United States

Number of offices

1

Most active in

Arizona · California · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Denisse A

Series 66

Lemon Grove, CA

Pacific Canyon Investments

Denisse Arebalo is a financial advisor at Pacific Canyon Investments with seven years of industry experience. She holds the Series 66 designation and has worked at Bay Street Capital Holdings and TD Ameritrade prior to joining Pacific Canyon Investments. Pacific Canyon Investments serves individuals, families, institutional clients, and plan sponsors, offering financial planning, asset management, and institutional advisory services. The firm’s investment approach blends a focus on disruptive innovation with value-based fundamental analysis and employs strategies including equity holdings and option tactics, alongside customized educational seminars for clients.

Concentrated stock management Options & derivatives strategies ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Hispanic/Latino/Latinx
user avatar

Ekenna A

CFP®, Series 63, Series 66

Scottsdale, AZ

Pacific Canyon Investments

Ekenna Anya Gafu is a CFP® professional with nine years of experience in the financial services industry. He is currently an advisor at Pacific Canyon Investments and has previously worked at Bay Street Capital Holdings, TD Ameritrade, and Charles Schwab. Pacific Canyon Investments serves individuals, families, institutional clients, and plan sponsors, offering financial planning, asset management, and advisory services. The firm’s investment approach combines a focus on disruptive innovation with value-based fundamental analysis and includes strategies such as equity holdings, options tactics, and separately managed accounts tailored to client preferences.

Concentrated stock management Options & derivatives strategies ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Hispanic/Latino/Latinx
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