# PACTOLUS

PACTOLUS of VIENNA, VA is an SEC-registered investment adviser.

## Registration

- CRD: 155195
- Type: SEC-registered investment adviser
- SEC file number: 801-71915
- Location: 8614 WESTWOOD CENTER DRIVE, VIENNA, VA, 22182
- Phone: 571-297-6364
- Latest filing: 2026-08-05
- Regulatory AUM: $187.8M
- Discretionary AUM: $116.8M
- Non-discretionary AUM: $71.1M
- Clients: 17
- Accounts: 447

## Business model

- Compensation: % of AUM, Hourly, Fixed, Performance, Commissions
- Clients served: Individuals, High net worth, Charities, Investment cos

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| Alan Mitchell Harter | CHIEF EXECUTIVE OFFICER; MEMBER | McLean, VA |
| Gery Joseph Sadzewicz | CHIEF COMPLIANCE OFFICER | — |
| SADZEWICZ GERY JOSEPH | CHIEF COMPLIANCE OFFICER | — |
| HARTER ALAN MITCHELL | CHIEF EXECUTIVE OFFICER; MANAGING MEMBER; MEMBER | — |
| SPRAGUE WILLIAM WHITNEY | MEMBER | — |
| SCHAUFELD BARBARA | SOLE MEMBER | — |
| HIRSCH DEREK GORDON | MEMBER | — |
| DONOHUE RIDGELY T | MANAGER | — |
| MATTINGLY ALIX | CHIEF COUNCIL; CHIEF COUNSEL | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/155195/brochure
- Similar advisers: https://search.stillhousedata.com/firm/155195/similar
- Related entities: https://search.stillhousedata.com/firm/155195/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/155195

---

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.