# PACIFIC ASSET MANAGEMENT, LLC

PACIFIC ASSET MANAGEMENT, LLC of GIG HARBOR, WA is an SEC-registered investment adviser.

## Registration

- CRD: 115157
- Type: SEC-registered investment adviser
- SEC file number: 801-60894
- Location: 4320 HARBORVIEW DR, GIG HARBOR, WA, 98332
- Phone: 253-649-4600
- Latest filing: 2026-06-11
- Regulatory AUM: $384.8M
- Discretionary AUM: $384.8M
- Clients: 7
- Accounts: 377

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| Brian Whitfield Cox | MANAGING MEMBER | — |
| Joshua A Morin | CHIEF COMPLIANCE OFFICER; MEMBER/OWNER | — |
| COX DONALD FRANCIS | MANAGING MEMBER; MEMBER; MEMBER/CHIEF COMPLIANCE OFFICER | — |
| LUCY GARY LEE | MANAGING MEMBER | — |
| SCHULTHEIS WILLIAM JOSEPH | MEMBER; MEMBER/CHIEF COMPLIANCE OFFICER | — |
| FONG ALISON M | CHIEF COMPLIANCE OFFICER | — |
| COX BRIAN WHITFIELD | MANAGING MEMBER; MEMBER | — |
| MCGINNIS ERIC F | CHIEF COMPLIANCE OFFICER | — |
| MORIN JOSHUA A | CHIEF COMPLIANCE OFFICER | — |
| Kristin Nicole Schlechten | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/115157/brochure
- Similar advisers: https://search.stillhousedata.com/firm/115157/similar
- Related entities: https://search.stillhousedata.com/firm/115157/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/115157

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.