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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- QuantumEmber +more
- Established Date
- 03-15-2012
- Office Locations
- 2
Office Locations
About Pacific Capital Associates
Pacific Capital Associates is a San Diego-based RIA offering comprehensive financial planning and investment management. The team brings decades of experience, including two CFP certifications and a law degree, and emphasizes a disciplined, patient, value-focused approach to tax-sensitive, cost-efficient asset allocation tailored to client goals and risk. The firm often resonates with technology professionals and other analytical thinkers and leverages best-in-class tools for risk analysis and portfolio reporting.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JOHN MATTHEW SIMON
Certified Financial Planner, President
- CRD
- #4100566
- Ownership
- 50% but less than 75%
RICHARD ESTEBAN TOSCANO
VICE PRESIDENT
- CRD
- #5151847
- Ownership
- 25% but less than 50%
Frontier fusion
Bridge meridian
- CRD
- #92662
- Ownership
- 20.8%
Showing 2 of 3 owners & executives
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KEVIN BRUCE STONE
President
- CRD
- #4597641
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $258,800,740 | $239,187 |
| Non-Discretionary | $0 | -- |
| Total | $258,800,740 | $239,187 |
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Separately Managed Accounts
Total SMA Asset: $258,800,740
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,088,129,180 | 27.1% |
| Cash | $1,086,443,596 | 14.1% |
| Equity - OTC | $1,086,443,596 | 14.1% |
| Private Funds | $2,126,655,549 | 27.6% |
| Equity - Exchange | $1,317,601,807 | 17.1% |
| Total | $7,705,273,728 | 100.0% |