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PACIFIC COAST INVESTMENT ADVISORS, LLC

WEST LINN, OR · CRD 137963 · IAPD ↗ · pacificcoastia.com · 503-968-2500

$122.2MRegulatory AUM
1Advisory reps
1Employees
0Clients
1-10Planning clients
0Private funds
3States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
July 2025 — PACIFIC COAST INVESTMENT ADVISORS, LLC notice-filed in WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
July 2025 — PACIFIC COAST INVESTMENT ADVISORS, LLC's Item 11 disclosure-reporting entries rose by 2 (0 -> 2).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
95
November 2024 — PACIFIC COAST INVESTMENT ADVISORS, LLC (WEST LINN, OR) is newly SEC-registered with $113.9M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.