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PACIFIC CAPITAL ASSOCIATES

SAN DIEGO, CA · CRD 160407 · IAPD ↗ · 858-560-5244

$258.8MRegulatory AUM
3Advisory reps
6Employees
0Clients
0Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
May 2026 — PACIFIC CAPITAL ASSOCIATES notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
March 2026 — PACIFIC CAPITAL ASSOCIATES notice-filed in ID, NV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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