PACIFIC CAPITAL WORKS, INC.

PACIFIC CAPITAL WORKS, INC. of PORTLAND, OR is an SEC-registered investment adviser (CRD 152250). Regulatory assets under management: $52.8M.

Registration

• CRD: 152250
• Type: Registered investment adviser
• Location: 1155 SW MORRISON ST., PORTLAND, OR, 97205
• Phone: 971-255-0888
• Latest filing: 2026-03-31
• Regulatory AUM: $52.8M
• Discretionary AUM: $50.9M
• Non-discretionary AUM: $1.9M
• Clients: 1
• Accounts: 30

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 152250 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search