SourcingSourcing

PACIFIC COAST INVESTMENT ADVISORS, LLC

B55
CRD 137963·SEC 801-131414·WEST LINN, OR
AUM
$122.2M
$100M-$500M
Est. Revenue
$1.2M
@ 1% on AUM
Est. EBITDA
$367K
@ 30% margin
Est. Deal Value
$2.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PACIFIC COAST INVESTMENT ADVISORS, LLC
CRD
137963
SEC file #
801-131414
EIN
—
DBA names
—

Economics

AUM
$122.2M
AUM band
$100M-$500M
AUM trajectory
'25'26
$111.3M → $122.2M▲ +10%
Client mix
Individuals Other75
Individuals High Net Worth30
Corporations3

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'25'26
1 advisors → 1 advisors▬ 0%
Primary office
WEST LINN OR
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
pacificcoastia.com

Compliance

Disclosures (firm)
2
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MURPHY, RYAN, JOSEPH
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
MURPHY, RYAN, JOSEPH
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
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
ok
Rdap Domain
PACIFICCOASTIA.COM
Rdap Domain Creation Date
2006-04-20T06:02:12Z
Rdap Firm Age Years
20
Rdap Firm Age Band
20+y
Rdap Registrar
Netregistry Wholesale Pty Ltd

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2029-04-20T06:02:12Z
Rdap Domain Last Changed
2024-11-05T14:57:14Z
Rdap Nameservers
Ns1.siteground.netNs2.siteground.net
Rdap Secure Dns Enabled
No
Rdap Status
Active
Top Owner CRD
6163513
Trust Company Affiliate
No

People (1)

1
MURPHY, RYAN, JOSEPH
IAR · Direct Owner · 87.5%
6163513