CRD: 137963
Pacific Coast Investment Advisors, LLC
$122.2M Total AUM
$122.2M Disc. AUM
-- 3Y CAGR
1 Employees
108 ADV. Clients
20 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- ValueMomentum
- Established Date
- 05-26-2006
- Office Locations
- 1
Office Locations
1914 Willamette Falls Dr. Suite 180 West Linn OR
About Pacific Coast Investment Advisors, LLC
Pacific Coast Investment Advisors is an independent, fee-only fiduciary RIA in West Linn, OR providing wealth management, investment management, and comprehensive financial planning (tax, estate, retirement). The firm builds tailored, actively managed portfolios and offers an objective review of existing holdings, strategy, and fees. Custodies through Charles Schwab.
Team overview
38 AVG AGE
$122.2M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
13 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
20yrs Firm Age
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Asset Classes
Atlas Optima
Investment Vehicles
Alpha pathway Unison
Services
Horizon radial Delta crest Matrix beacon Beacon north Matrix signal Pioneer
Technology
Bridge Unison
Owner & Executives
RYAN JOSEPH MURPHY
Advisor, Chief Compliance Officer, Owner, President
- CRD
- #6163513
- Ownership
- 75% or more
(812) 577-3558
oak.signal@beaconcapital.com
in linkedin.com/in/ember-crest
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $122,179,913 | $391,602 |
| Non-Discretionary | $0 | -- |
| Total | $122,179,913 | $391,602 |
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Separately Managed Accounts
Total SMA Asset: $122,179,913
Equity - OTC:
33.7% U.S. Government/Agency:
22.1% Equity - Exchange:
13.4% Cash:
10.5% Municipal Bonds:
20.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $2,831,494,466 | 33.7% |
| U.S. Government/Agency | $1,856,855,422 | 22.1% |
| Equity - Exchange | $1,125,876,138 | 13.4% |
| Cash | $882,216,377 | 10.5% |
| Municipal Bonds | $1,705,618,328 | 20.3% |
| Total | $8,402,060,731 | 100.0% |