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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-15-1998
- Office Locations
- 1
Office Locations
About Pacific Asset Management, LLC
Pacific Asset Management, LLC is an independent RIA (founded 1998) serving retirees and pre-retirees in the Pacific Northwest and beyond from Gig Harbor and Shelton, WA. The firm provides evidence-based financial planning, retirement income and tax-aware portfolio management, coordinating with estate attorneys, CPAs and insurance professionals; portfolios emphasize diversified, low-cost no-load mutual funds, with access to Dimensional Fund Advisors and custody through Schwab.
Team overview
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Investment Vehicles
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Owner & Executives
BRIAN WHITFIELD COX
Investment Advisor Representative, Managing Member
- CRD
- #5597176
- Ownership
- 50% but less than 75%
JOSHUA A MORIN
Investment Advisor Representative, Owner
- CRD
- #6437979
- Ownership
- 50% but less than 75%
Showing 2 of 3 owners & executives
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RALPH GREGORY LATZA
Investment Advisor Representative
- CRD
- #4060763
GARY LEE LUCY
Financial Advisor, General Partner
- CRD
- #1609126
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $384,753,000 | $1,020,565 |
| Non-Discretionary | $0 | -- |
| Total | $384,753,000 | $1,020,565 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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