Pacific Coast Investment Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$122,066,167
This total excludes 3 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
105
29% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
105
Very HighAverage account size
$1,162,535
About
Pacific Coast Investment Advisors serves individuals, trusts, and small businesses, managing discretionary portfolios for roughly 105 clients and about $122 million in assets. The firm offers ongoing investment management and standalone financial planning engagements that deliver written plans and periodic account reporting.
Portfolios are constructed from U.S. equities, Treasury and agency securities, municipal and corporate bonds, insured CDs, no‑load mutual funds, ETFs and publicly traded REITs, with limited use of ADRs and an explicit exclusion of options and futures. Investment decisions draw on qualitative and quantitative fundamental analysis with an emphasis on diversification, longer‑term holdings when appropriate, tax‑aware adjustments, and block trading/average‑price allocations for trade execution.
The brochure discloses a 2025 consent order with the State of Washington related to transacting without registration, a disciplinary matter that resulted in fines and remedial payments and remains reflected on the firm’s ADV. Compared with many peers, the firm manages a relatively large pool of discretionary assets for its scale and documents operational practices such as standing transfer authorizations and direct fee debiting, and it generally does not vote client proxies.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Tax-loss harvesting
Fee options
Financial Planning fixed fees: $2,500 initial plan, $500 annual updates
$0 - $500,000: 1.25% annually $500,001 - $1,000,000: 1.00% annually $1,000,001 - $5,000,000: 0.80% annually $5,000,001 - $10,000,000: 0.65% annually $10,000,000.00+: Negotiable
$250 per hour with a minimum fee of $2,000
Account minimum: $300,000 Fee-only: Financial Planning Services: Fixed fees of $2,500 for initial plan, $500 for annual updates; Hourly rate $250 with $2,000 minimum fee
Main office location
Pacific Coast Investment Advisors, LLC
1914 Willamette Falls Dr., Suite 180
West Linn OR 97068, United States
Number of offices
1
Most active in
Pacific Coast Investment Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Oregon · Texas · Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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