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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 09-12-2011
- Office Locations
- 1
Office Locations
About Pacific Global Advisory Group LLC
Pacific Global is a Dallas-based investment manager focused on long-term, concentrated value investing in high-quality, well-positioned companies bought at attractive prices. Portfolios are individually managed and tailored to each client’s objectives, informed by direct client meetings and ongoing, active monitoring for opportunities. Reported primary custodian: Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The profile lists 1 reported office location and 14 years in operation. The source data was last updated on January 15, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Pacific Global Advisory Group LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
GARY M. LAWRENCE
Owner
- CRD
- #5953192
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $93,700,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $93,700,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Pacific Global Advisory Group LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.