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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Pioneer glacierSummit horizon +more
- Established Date
- 11-14-2011
- Office Locations
- 1
Office Locations
About Pacific Capital
Pacific Capital is a California RIA built for entrepreneurs and business owners, pairing strategic financial advice with discretionary portfolio management. Services include financial planning, tax, estate/legacy planning, insurance and business-succession support, plus risk-managed portfolio construction across public funds/ETFs, fixed income and select alternatives (real estate/private equity). Custodied at Schwab; leadership has been featured in outlets like Forbes and CNBC.
Team overview
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Custodian
Investment Themes
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Owner & Executives
CHAD T WILLARDSON
Financial Advisor, General Partner, President
- CRD
- #4670940
- Ownership
- 75% or more
AURIELLE NICHOLE WEST
Chief Compliance Officer
- CRD
- #5285419
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
Joshua Coniglio
Financial Advisor, General Partner
- CRD
- #6290332
MORGAN JEFFREY FIPPINGER
--
- CRD
- #6687100
Frontier oak
Matrix delta
- CRD
- #62965
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $668,641,467 | $2,163,888 |
| Non-Discretionary | $0 | -- |
| Total | $668,641,467 | $2,163,888 |
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Separately Managed Accounts
Total SMA Asset: $668,641,467
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $422,218,950 | 9.0% |
| Equity - Exchange | $881,968,473 | 18.8% |
| U.S. Government/Agency | $989,868,871 | 21.1% |
| Cash | $229,874,762 | 4.9% |
| Corporate - Investment Grade | $272,096,657 | 5.8% |
| Municipal Bonds | $844,437,900 | 18.0% |
| Private Funds | $1,050,856,051 | 22.4% |
| Total | $4,691,321,664 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PIONEER NORTH PATHWAY | FUSION OAK | C2PDM0T0P | NUSFO | 5.44% | $8,604,219 |
| CREST MOMENTUM OPTIMA | MOMENTUM MERIDIAN | R836YLPH9 | WNRGO | 9.19% | $57,907,588 |
| HORIZON BEACON CAPITAL | UNISON PIONEER | AW7PEW2HJ | MSPSD | 8.12% | $114,599,371 |
| UNISON SUMMIT CATALYST | INSIGHT BRIDGE | VEZVY8ZYR | NUFMO | 3.23% | $52,146,234 |
| INSIGHT ATLAS | PRIME SUMMIT | 67OFDRKXA | DXONQ | 10.92% | $61,924,551 |
| VITAL RIDGE PRIME | RIDGE CATALYST | 7XWO74MKA | SNX | 5.04% | $38,299,198 |
| QUANTUM ZENITH CREST | RADIAL SIGNAL | K0RG0H271 | KLG | 10.41% | $29,195,535 |
| BEACON VITAL INSIGHT | FOCUS CAPITAL | HH8ALY18Y | VIPRI | 3.66% | $34,376,753 |