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PACIFIC COAST FIDUCIARY LLC

CALABASAS, CA · CRD 330334 · IAPD ↗ · pacificcoastfiduciary.com · 818-986-1479

$0Regulatory AUM
1Advisory reps
1Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

50
December 2025 — PACIFIC COAST FIDUCIARY LLC (CALABASAS, CA) left the SEC roster (was $0 RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
35
March 2025 — PACIFIC COAST FIDUCIARY LLC moved its main office from SHERMAN OAKS, CA to CALABASAS, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
85
May 2024 — PACIFIC COAST FIDUCIARY LLC (SHERMAN OAKS, CA) is newly SEC-registered with $0 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.