This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- RadialMeridian catalyst
- Established Date
- 07-05-2016
- Office Locations
- 2
Office Locations
About Pacific SUN Financial Corp
Pacific Sun Financial is an independent, fee-based advisory providing personal money management, retirement and financial planning, tax-aware guidance, and wealth preservation for individuals and businesses (including trusts and charities). Portfolios use stocks, bonds, mutual funds, ETFs and other vehicles, with alternative investments for accredited investors. Led by CFP Mitch Fisher, who has advised investors since 1974 and coordinates with clients’ attorneys and accountants.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MITCHELL JEFFREY FISHER
Chief Compliance Officer, President
- CRD
- #869469
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
RYAN JEREMY FISHER
Founder
- CRD
- #6467206
Robert Edmondson Hearn III
Director
- CRD
- #7778471
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $290,000,000 | $329,920 |
| Non-Discretionary | $0 | -- |
| Total | $290,000,000 | $329,920 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $290,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,431,045,388 | 16.9% |
| U.S. Government/Agency | $1,702,012,562 | 20.1% |
| Cash | $2,083,060,150 | 24.6% |
| Corporate - Investment Grade | $2,277,817,806 | 26.9% |
| Municipal Bonds | $973,788,281 | 11.5% |
| Total | $8,467,724,187 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CAPITAL PRIME | PATHWAY OPTIMA | SQD9TMN2C | CXAI | 4.37% | $21,044,999 |
| HORIZON ELEMENT GLACIER | PATHWAY TIMBER | 8AFD3BF8P | QSLB | 2.91% | $3,903,317 |
| ZENITH ZENITH VALUE | EAGLE BRIDGE | Y45E19M27 | OHNJ | 7.33% | $114,800,789 |
| NORTH FOUNDATION | SUMMIT DELTA | 8HD5NYOIG | FCEHO | 6.01% | $75,561,897 |
| RADIAL CREST ZENITH | ATLAS RIDGE | RZCL3QEIV | JSAT | 7.69% | $93,426,412 |
| PIONEER EAGLE BRIDGE | EMBER GLACIER | BR5XKUO1C | SES | 12.13% | $92,442,788 |
| QUANTUM INSIGHT TIMBER | UNISON MERIDIAN | HH9AUNPQJ | TAG | 10.00% | $103,202,924 |
| MERIDIAN RIDGE CREST | ALPHA ELEMENT | 4Z4NYTODO | SROOM | 2.06% | $100,977,480 |