$25.7M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
68 ADV. Clients
22 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Vertex crest
- Established Date
- 08-04-2003
- Office Locations
- 1
Office Locations
-- Simi Valley CA
About Pacific Investment Advisors, LLC
Pacific Investment Advisors, LLC is a California-based independent RIA led by Stephen K. Vaughen. The firm provides personal, consultative, non-discretionary portfolio advice—clients approve all buy/sell/hold decisions—focused on ETF-based asset allocation and portfolio construction. Client assets are custodied at Charles Schwab (formerly TD Ameritrade).
Team overview
-- AVG AGE
$25.7M AVG AUM / ADVISOR
$378.4K AVG AUM / CLIENT
22.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
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Custodian
Fusion Element
Investment Themes
Capital
Investment Vehicles
Capital
Services
Delta insight Matrix
Technology
Pioneer
Owner & Executives
S
STEPHEN KEPLER VAUGHEN
Chief Compliance Officer, Investment Advisor Representative, Managing Member
- CRD
- #714618
- Ownership
- 75% or more
(975) 231-8362
harbor.optima@eaglecapital.com
in linkedin.com/in/prime-quantum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $25,730,000 | -- |
| Total | $25,730,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $25,730,000
Equity - Exchange:
61.1% Cash:
38.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,281,775,075 | 61.1% |
| Cash | $1,452,717,683 | 38.9% |
| Total | $3,734,492,758 | 100.0% |