Pacific Way Capital Management, LLC
New York, NY·SEC-registered · CRD #334551
Pacific Way Capital Management, LLC is an SEC-registered investment advisory firm in New York, NY managing $34B across 11 client accounts, with 4 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$34B
Client accounts
11
Advisory staff
4
Fee model
Fee-based
How Pacific Way Capital Management, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Pacific Way Capital Management, LLC
How much does Pacific Way Capital Management, LLC manage?
Per its most recent SEC Form ADV filing (03/31/2026), Pacific Way Capital Management, LLC reports $34B in regulatory assets under management across roughly 11 client accounts.
How does Pacific Way Capital Management, LLC charge?
Pacific Way Capital Management, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Pacific Way Capital Management, LLC a fiduciary?
Yes. Pacific Way Capital Management, LLC is registered with the U.S. Securities and Exchange Commission (CRD #334551), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Pacific Way Capital Management, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Pacific Way Capital Management, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Pacific Way Capital Management, LLC's public SEC Form ADV filing (CRD #334551, filed 03/31/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Pacific Way Capital Management, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Pacific Way Capital Management, LLC? Claim this profile.