PACIFIC ASSET MANAGEMENT, LLC

CRD #115157 SEC #801-60894 GIG HARBOR, WA 253-649-4600

SEC Registered

Total AUM

$279.4M

Discretionary

$279.4M

Employees

Clients

Accounts

368

Firm Details

Organization Type: Limited Liability Company
State of Formation: Washington
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Nov 26, 2025
Branch Offices: 1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
FONG, ALISON, M.	I	CHIEF COMPLIANCE OFFICER	NA
FONG, ALISON, M.	I	CHIEF COMPLIANCE OFFICER	NA
FONG, ALISON, M.	I	CHIEF COMPLIANCE OFFICER	NA
FONG, ALISON, M.	I	CHIEF COMPLIANCE OFFICER	NA
FONG, ALISON, M.	I	CHIEF COMPLIANCE OFFICER	NA
FONG, ALISON, M.	I	CHIEF COMPLIANCE OFFICER	NA
MCGINNIS, ERIC, F	I	CHIEF COMPLIANCE OFFICER	NA
MCGINNIS, ERIC, F	I	CHIEF COMPLIANCE OFFICER	NA
MCGINNIS, ERIC, F	I	CHIEF COMPLIANCE OFFICER	NA
MCGINNIS, ERIC, F	I	CHIEF COMPLIANCE OFFICER	NA
MCGINNIS, ERIC, F	I	CHIEF COMPLIANCE OFFICER	NA
COX, BRIAN, WHITFIELD	I	MANAGING MEMBER	D	Control
COX, BRIAN, WHITFIELD	I	MANAGING MEMBER	D	Control
COX, BRIAN, WHITFIELD	I	MANAGING MEMBER	D	Control
MORIN, JOSHUA, A	I	CHIEF COMPLIANCE OFFICER	D	Control
MORIN, JOSHUA, A	I	CHIEF COMPLIANCE OFFICER	D	Control
MORIN, JOSHUA, A	I	CHIEF COMPLIANCE OFFICER	D	Control
COX, BRIAN, WHITFIELD	I	MANAGING MEMBER	C	Control
COX, BRIAN, WHITFIELD	I	MANAGING MEMBER	C	Control
COX, BRIAN, WHITFIELD	I	MANAGING MEMBER	C	Control
COX, BRIAN, WHITFIELD	I	MANAGING MEMBER	C	Control
COX, BRIAN, WHITFIELD	I	MANAGING MEMBER	C	Control
COX, BRIAN, WHITFIELD	I	MANAGING MEMBER	C	Control
COX, BRIAN, WHITFIELD	I	MANAGING MEMBER	C	Control
COX, BRIAN, WHITFIELD	I	MANAGING MEMBER	C	Control
COX, BRIAN, WHITFIELD	I	MANAGING MEMBER	C	Control
COX, BRIAN, WHITFIELD	I	MANAGING MEMBER	C	Control
COX, BRIAN, WHITFIELD	I	MANAGING MEMBER	C	Control
COX, BRIAN, WHITFIELD	I	MANAGING MEMBER	C	Control
COX, BRIAN, WHITFIELD	I	MANAGING MEMBER	C	Control
COX, BRIAN, WHITFIELD	I	MANAGING MEMBER	C	Control
COX, BRIAN, WHITFIELD	I	MANAGING MEMBER	C	Control
COX, BRIAN, WHITFIELD	I	MANAGING MEMBER	C	Control
COX, BRIAN, WHITFIELD	I	MANAGING MEMBER	C	Control
COX, DONALD, FRANCIS	I	MEMBER	C	Control
COX, DONALD, FRANCIS	I	MEMBER	C	Control
COX, DONALD, FRANCIS	I	MEMBER/CHIEF COMPLIANCE OFFICER	C	Control
COX, DONALD, FRANCIS	I	MEMBER	C	Control
COX, DONALD, FRANCIS	I	MEMBER/CHIEF COMPLIANCE OFFICER	C	Control
COX, DONALD, FRANCIS	I	MEMBER/CHIEF COMPLIANCE OFFICER	C	Control
COX, DONALD, FRANCIS	I	MEMBER	C	Control
COX, DONALD, FRANCIS	I	MEMBER/CHIEF COMPLIANCE OFFICER	C	Control
COX, DONALD, FRANCIS	I	MEMBER	C	Control
COX, DONALD, FRANCIS	I	MEMBER	C	Control
COX, DONALD, FRANCIS	I	MEMBER	C	Control
COX, DONALD, FRANCIS	I	MEMBER	C	Control
COX, DONALD, FRANCIS	I	MEMBER	C	Control
COX, DONALD, FRANCIS	I	MEMBER	C	Control
COX, DONALD, FRANCIS	I	MEMBER	C	Control
COX, DONALD, FRANCIS	I	MEMBER	C	Control
COX, DONALD, FRANCIS	I	MANAGING MEMBER	C	Control
COX, DONALD, FRANCIS	I	MANAGING MEMBER	C	Control
COX, DONALD, FRANCIS	I	MANAGING MEMBER	C	Control
COX, DONALD, FRANCIS	I	MANAGING MEMBER	C	Control
COX, DONALD, FRANCIS	I	MANAGING MEMBER	C	Control
LUCY, GARY, LEE	I	MANAGING MEMBER	C	Control
LUCY, GARY, LEE	I	MANAGING MEMBER	C	Control
LUCY, GARY, LEE	I	MANAGING MEMBER	C	Control
LUCY, GARY, LEE	I	MANAGING MEMBER	C	Control
LUCY, GARY, LEE	I	MANAGING MEMBER	C	Control
LUCY, GARY, LEE	I	MANAGING MEMBER	C	Control
LUCY, GARY, LEE	I	MANAGING MEMBER	C	Control
LUCY, GARY, LEE	I	MANAGING MEMBER	C	Control
LUCY, GARY, LEE	I	MANAGING MEMBER	C	Control
LUCY, GARY, LEE	I	MANAGING MEMBER	C	Control
LUCY, GARY, LEE	I	MANAGING MEMBER	C	Control
LUCY, GARY, LEE	I	MANAGING MEMBER	C	Control
LUCY, GARY, LEE	I	MANAGING MEMBER	C	Control
LUCY, GARY, LEE	I	MANAGING MEMBER	C	Control
LUCY, GARY, LEE	I	MANAGING MEMBER	C	Control
LUCY, GARY, LEE	I	MANAGING MEMBER	C	Control
LUCY, GARY, LEE	I	MANAGING MEMBER	C	Control
LUCY, GARY, LEE	I	MANAGING MEMBER	C	Control
LUCY, GARY, LEE	I	MANAGING MEMBER	C	Control
LUCY, GARY, LEE	I	MANAGING MEMBER	C	Control
LUCY, GARY, LEE	I	MANAGING MEMBER	C	Control
MORIN, JOSHUA, A	I	CHIEF COMPLIANCE OFFICER	C
MORIN, JOSHUA, A	I	CHIEF COMPLIANCE OFFICER	C
MORIN, JOSHUA, A	I	CHIEF COMPLIANCE OFFICER	C
MORIN, JOSHUA, A	I	CHIEF COMPLIANCE OFFICER	C
MORIN, JOSHUA, A	I	CHIEF COMPLIANCE OFFICER	C
MORIN, JOSHUA, A	I	CHIEF COMPLIANCE OFFICER	C
MORIN, JOSHUA, A	I	CHIEF COMPLIANCE OFFICER	C
MORIN, JOSHUA, A	I	CHIEF COMPLIANCE OFFICER	C	Control
SCHULTHEIS, WILLIAM, JOSEPH	I	MEMBER/CHIEF COMPLIANCE OFFICER	C	Control
SCHULTHEIS, WILLIAM, JOSEPH	I	MEMBER/CHIEF COMPLIANCE OFFICER	C	Control
SCHULTHEIS, WILLIAM, JOSEPH	I	MEMBER/CHIEF COMPLIANCE OFFICER	C	Control
SCHULTHEIS, WILLIAM, JOSEPH	I	MEMBER/CHIEF COMPLIANCE OFFICER	C	Control
SCHULTHEIS, WILLIAM, JOSEPH	I	MEMBER	C	Control
SCHULTHEIS, WILLIAM, JOSEPH	I	MEMBER	C	Control
COX, BRIAN, WHITFIELD	I	MEMBER	B
COX, BRIAN, WHITFIELD	I	MEMBER	B
COX, BRIAN, WHITFIELD	I	MEMBER	B
COX, BRIAN, WHITFIELD	I	MEMBER	B
COX, BRIAN, WHITFIELD	I	MANAGING MEMBER	B
COX, BRIAN, WHITFIELD	I	MANAGING MEMBER	B
COX, BRIAN, WHITFIELD	I	MANAGING MEMBER	B
COX, BRIAN, WHITFIELD	I	MANAGING MEMBER	B
COX, DONALD, FRANCIS	I	MANAGING MEMBER	B	Control
COX, DONALD, FRANCIS	I	MANAGING MEMBER	B	Control
COX, DONALD, FRANCIS	I	MANAGING MEMBER	B	Control
COX, DONALD, FRANCIS	I	MANAGING MEMBER	B	Control
COX, DONALD, FRANCIS	I	MANAGING MEMBER	B	Control
COX, DONALD, FRANCIS	I	MANAGING MEMBER	B	Control
COX, DONALD, FRANCIS	I	MANAGING MEMBER	B	Control
COX, DONALD, FRANCIS	I	MANAGING MEMBER	B	Control
COX, DONALD, FRANCIS	I	MANAGING MEMBER	B	Control
COX, DONALD, FRANCIS	I	MANAGING MEMBER	B	Control
COX, DONALD, FRANCIS	I	MANAGING MEMBER	B	Control
COX, DONALD, FRANCIS	I	MANAGING MEMBER	B	Control
COX, DONALD, FRANCIS	I	MANAGING MEMBER	B	Control
COX, DONALD, FRANCIS	I	MANAGING MEMBER	B	Control
COX, DONALD, FRANCIS	I	MANAGING MEMBER	B	Control
COX, DONALD, FRANCIS	I	MANAGING MEMBER	B	Control
LUCY, GARY, LEE	I	MANAGING MEMBER	B	Control
LUCY, GARY, LEE	I	MANAGING MEMBER	B	Control
LUCY, GARY, LEE	I	MANAGING MEMBER	B	Control
LUCY, GARY, LEE	I	MANAGING MEMBER	B	Control
LUCY, GARY, LEE	I	MANAGING MEMBER	B	Control
LUCY, GARY, LEE	I	MANAGING MEMBER	B	Control
LUCY, GARY, LEE	I	MANAGING MEMBER	B	Control
LUCY, GARY, LEE	I	MANAGING MEMBER	B	Control
MORIN, JOSHUA, A	I	CHIEF COMPLIANCE OFFICER	B
MORIN, JOSHUA, A	I	CHIEF COMPLIANCE OFFICER	B
MORIN, JOSHUA, A	I	CHIEF COMPLIANCE OFFICER	B
MORIN, JOSHUA, A	I	CHIEF COMPLIANCE OFFICER	B
MORIN, JOSHUA, A	I	CHIEF COMPLIANCE OFFICER	B
MORIN, JOSHUA, A	I	CHIEF COMPLIANCE OFFICER	B
MORIN, JOSHUA, A	I	CHIEF COMPLIANCE OFFICER	B
MORIN, JOSHUA, A	I	CHIEF COMPLIANCE OFFICER	B

Registrations

Federal

Nov 26, 2025 REGISTERED

Notice Filings (5)

AZ CA OR TX WA

Address

4320 HARBORVIEW DR
GIG HARBOR, WA 98332
United States

Phone: 253-649-4600