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PACIFIC SPECIALTY INVESTMENT GROUP, LLC

NEWPORT BEACH, CA · CRD 282463 · IAPD ↗ · psinvestmentgroup.com · (949) 379-7333

$123.2MRegulatory AUM
2Advisory reps
2Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
July 2026 — PACIFIC SPECIALTY INVESTMENT GROUP, LLC (NEWPORT BEACH, CA) is newly SEC-registered with $123.2M RAUM and 2 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.