SourcingSourcing

PACIFIC INCOME ADVISERS INC

C47
CRD 104719·SEC 801-27828·EL SEGUNDO, CA
AUM
$2.25B
$1B+
Est. Revenue
$22.5M
@ 1% on AUM
Est. EBITDA
$6.7M
@ 30% margin
Est. Deal Value
$54.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PACIFIC INCOME ADVISERS INC
CRD
104719
SEC file #
801-27828
EIN
392018056
DBA names
—

Economics

AUM
$2.25B
AUM band
$1B+
AUM trajectory
'20'26
$7.12B → $2.25B▼ -68%
Client mix
Individuals Other2,374
Corporations94
Sovereign Wealth Funds91
Charitable Organizations58
Pension Profit Sharing Plans23

Operations

Employees (total)
14
Advisory staff (per ADV)
10
Advisory staff (5-yr trend)
'20'26
21 advisors → 10 advisors▼ -52%
Primary office
EL SEGUNDO CA
Branches
—

Custodian & Brokerage

Primary custodian
Wells Fargolow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
03/26/2026
ADV-W filed at
—
Website
linkedin.com/company/pacific-income-advisers(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
LLOYD MCADAMS FAMILY TRUST
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
10
Control Persons
LLOYD MCADAMS FAMILY TRUST
HEATHER U. BAINES FAMILY TRUST
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:pacificincome.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
192
Form 5500 Total Participants
27
Form 5500 Total Compensation
6,794,035
Form 5500 Compensation Trajectory 3y
20256,642,138
2026151,897
20240
Form 5500 Plan Count Trajectory 3y
2025185
20266
20241
Schedule C Total Compensation
6,794,035
Schedule C Service Provider Rows
192

SEC EDGAR

Edgar Cik
0001141802
Edgar Registered
Yes
Edgar Filing Count
95
Edgar First Filing Date
2005-02-14
Edgar Last Filing Date
2026-05-07
Edgar 13f Count
93
Edgar 13f Latest AUM Estimate
Filing Date2026-05-07
Accession0001085146-26-000398
Edgar Former Names
NORTHWESTERN MUTUAL TRUST CO

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
1
Bc Firm Active IA Count
5
Bc Firm IAR Count
5
Custodian Candidates
Full
Wells Fargo8
Charles Schwab6
Morgan Stanley5
Fidelity4
Raymond James4
Edgar Addresses
Mailing
720 EAST WISCONSIN AVENUEMILWAUKEE, WI 53202
Business
720 EAST WISCONSIN AVENUEMILWAUKEE, WI 53202
Edgar EIN
392018056
Edgar Recent Filings
13F-HR2026-05-07 · 0001085146-26-000398
13F-HR/A2026-02-10 · 0001141802-26-000007
Firm Has Custody
No
Mailing Office Differs
No
Trust Company Affiliate
No

People (8)

8
RUTLEDGE, AUSTIN, WHITT
IAR · Executive Officer · 2.5%
4140660
TORRES, ADILBERTO, ANTONIO
IAR · Executive Officer · 2.5%
2185456
MCADAMS, JOSEPH, EMERY
IAR · Executive Officer · 2.5%
2335709
TARPENING, TIMOTHY, BRADLEY
IAR · Executive Officer · 2.5%
1711007
MCADAMS, JOSEPH LLOYD JR
IAR · Executive Officer · 2.5%
2173886
BAINES, HEATHER UNA
Executive Officer · 2.5%
2173889
DANIEL F MEYER
Executive Officer · 2.5%
5647024
ADAMCZYK, DENISE, MARIE
Executive Officer · 2.5%
2859934