CRD: 282463
Pacific Specialty Investment Group, LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-29-2016
- Office Locations
- 1
Office Locations
About Pacific Specialty Investment Group, LLC
Pacific Specialty Investment Group is a Newport Beach, CA RIA providing hands-on financial planning and discretionary portfolio management for long-term goals, including retirement, tax and estate considerations. Led by CFA Scott Parent (25+ years managing high-net-worth portfolios) with in-house trading/operations, the firm builds risk-tolerance-based strategies using a mix of ETFs, public funds and fixed income, custodied at Schwab, and limits capacity to maintain direct client access.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 103 clients, or 51.5 clients per representative. That equates to $1.2M in reported AUM per client.
The profile lists 1 reported office location and 10 years in operation. The source data was last updated on August 4, 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
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
SCOTT MICHAEL PARENT
Chief Compliance Officer
- CRD
- #2628201
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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CHRISTOPHER JOHN RHODES
Investment Advisor Representative
- CRD
- #3274510
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $123,212,802 | $464,954 |
| Non-Discretionary | $0 | -- |
| Total | $123,212,802 | $464,954 |
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Separately Managed Accounts
SMA allocation detail is available
Pacific Specialty Investment Group, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.