PACIFIC COAST INVESTMENT ADVISORS, LLC
CRD #137963 SEC #801-131414 WEST LINN, OR 503-968-2500
SEC Registered Disclosures
Total AUM
$111.3M
Discretionary
$110.8M
Employees
1
Clients
10
Accounts
294
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $111.3M | $110.8M | $432.6K | 1 | 0 |
| Mar 2025 | $111.3M | $110.8M | $432.6K | 1 | 0 |
| Oct 2024 | $113.9M | $113.4M | $427.2K | 1 | 0 |
| Oct 2024 | $113.9M | $113.4M | $427.2K | 1 | 0 |
| May 2012 | $48.2M | $44.8M | $3.4M | 1 | 26 |
| Feb 2012 | $48.2M | $44.8M | $3.4M | 1 | 26 |
| Mar 2010 | $49M | $46M | $3M | 5 | -- |
| Feb 2009 | $40M | $38M | $2M | 5 | -- |
| Jan 2008 | $44M | $38M | $6M | 5 | -- |
| Oct 2007 | $44M | $38M | $6M | 5 | -- |
| Mar 2007 | $44M | $38M | $6M | 5 | -- |
| Mar 2006 | $0 | $0 | $0 | 5 | -- |
| Oct 2005 | $0 | $0 | $0 | 5 | -- |
DateJun 2025
Total AUM$111.3M
Discretionary$110.8M
Non-Disc.$432.6K
Employees1
Clients0
DateMar 2025
Total AUM$111.3M
Discretionary$110.8M
Non-Disc.$432.6K
Employees1
Clients0
DateOct 2024
Total AUM$113.9M
Discretionary$113.4M
Non-Disc.$427.2K
Employees1
Clients0
DateOct 2024
Total AUM$113.9M
Discretionary$113.4M
Non-Disc.$427.2K
Employees1
Clients0
DateMay 2012
Total AUM$48.2M
Discretionary$44.8M
Non-Disc.$3.4M
Employees1
Clients26
DateFeb 2012
Total AUM$48.2M
Discretionary$44.8M
Non-Disc.$3.4M
Employees1
Clients26
DateMar 2010
Total AUM$49M
Discretionary$46M
Non-Disc.$3M
Employees5
Clients--
DateFeb 2009
Total AUM$40M
Discretionary$38M
Non-Disc.$2M
Employees5
Clients--
DateJan 2008
Total AUM$44M
Discretionary$38M
Non-Disc.$6M
Employees5
Clients--
DateOct 2007
Total AUM$44M
Discretionary$38M
Non-Disc.$6M
Employees5
Clients--
DateMar 2007
Total AUM$44M
Discretionary$38M
Non-Disc.$6M
Employees5
Clients--
DateMar 2006
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateOct 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--