Pence Capital Management, LLC
Newport Beach, CA·SEC-registered · CRD #281739
Pence Capital Management, LLC is an SEC-registered investment advisory firm in Newport Beach, CA managing $1.5B across 700 client accounts, with 8 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.5B
Client accounts
700
Advisory staff
8
Fee model
Fee-only
How Pence Capital Management, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Pence Capital Management, LLC
How much does Pence Capital Management, LLC manage?
Per its most recent SEC Form ADV filing (03/30/2026), Pence Capital Management, LLC reports $1.5B in regulatory assets under management across roughly 700 client accounts.
How does Pence Capital Management, LLC charge?
Pence Capital Management, LLC is a fee-only firm. Its disclosed compensation arrangements are: % of assets, Hourly. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Pence Capital Management, LLC a fiduciary?
Yes. Pence Capital Management, LLC is registered with the U.S. Securities and Exchange Commission (CRD #281739), 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 Pence 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 Pence 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 Pence Capital Management, LLC's public SEC Form ADV filing (CRD #281739, filed 03/30/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Pence 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 Pence Capital Management, LLC? Claim this profile.