$14.9M Total AUM
$14.9M Disc. AUM
-- 3Y CAGR
2 Employees
125 ADV. Clients
9 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-07-2016
- Office Locations
- 2
Office Locations
-- Centreville VA
-- Williamsburg VA
About Pacific Landfall
Pacific Landfall is a Williamsburg, VA RIA led by CIO Chance Butler. The firm applies a disciplined, Buffett-style value approach focused on durable competitive advantages, and advises individuals transitioning jobs on 401(k) decisions alongside broader planning. Portfolios are implemented primarily with ETFs alongside cash and U.S. government bonds, with custody reported at Interactive Brokers.
Team overview
36 AVG AGE
$7.5M AVG AUM / ADVISOR
$119.4K AVG AUM / CLIENT
8 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
9yrs Firm Age
Insights
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CRM
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Custodian
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
Chance Butler
Chief Investment Officer, Owner
- CRD
- #6704729
- Ownership
- 75% or more
Available
Available
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C
Christopher David Landry
Wealth Management Advisor
- CRD
- #7251829
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,862,844 | -- |
| Non-Discretionary | $61,166 | -- |
| Total | $14,924,010 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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