First Pacific Financial provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, estate planning, insurance, philanthropic planning, and tax planning. Financial planning was provided to 1–10 clients last fiscal year.
First Pacific Financial reports 1,312 clients. They include 726 individual clients, 565 high-net-worth individuals, and 15 corporations and other businesses. Of its assets, 99.7% ($1.92B across 4,446 accounts) are managed with discretion; $5.66M across 2 accounts are not. It advised 10 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 55% | 17% |
| High-net-worth individuals | 43% | 78% |
| Pension and profit-sharing plans | <1% | <1% |
| Charitable organizations | <1% | 1% |
| Corporations and other businesses | 1% | 4% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 726 | $318M | 16.5% | $438K |
| High-net-worth individuals | 565 | $1.51B | 78.3% | $2.67M |
| Pension and profit-sharing plans | Fewer than 5 | $2.18M | 0.1% | $2.18M |
| Charitable organizations | 5 | $19.4M | 1.0% | $3.89M |
| Corporations and other businesses | 15 | $78M | 4.1% | $5.2M |
| Total | 1,312 | $1.93B | 100% | — |
- Clients
- 726
- Regulatory AUM
- $318M
- AUM share
- 16.5%
- Avg. per client
- $438K
- Clients
- 565
- Regulatory AUM
- $1.51B
- AUM share
- 78.3%
- Avg. per client
- $2.67M
- Clients
- Fewer than 5
- Regulatory AUM
- $2.18M
- AUM share
- 0.1%
- Avg. per client
- $2.18M
- Clients
- 5
- Regulatory AUM
- $19.4M
- AUM share
- 1.0%
- Avg. per client
- $3.89M
- Clients
- 15
- Regulatory AUM
- $78M
- AUM share
- 4.1%
- Avg. per client
- $5.2M
Total
- Clients
- 1,312
- Regulatory AUM
- $1.93B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 10
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
First Pacific Financial charges up to 1.25% a year for its Wealth Management Fees. The fee is billed in advance and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Hourly fees typically will not exceed $500 per hour; flat fees generally will not exceed $15,000 per project.
- Spark Financial Advisory
- Spark financial planning packages have an annual fee not to exceed $6,000, calculated and paid monthly depending on the package selected.
Todd Engblom-Stryker owns 75% or more of First Pacific Financial. The leadership team of First Pacific Financial includes President Todd Engblom-Stryker, Chief Investment Officer Brandon Treasure and Chief Compliance Officer Jacqueline Kruger. It has 33 employees, 19 of them in advisory roles.
Leadership
- Todd Engblom-StrykerPresident and CEO
- Jacqueline KrugerChief Compliance Officer
- Taryn McCauleyCOO & Shareholder
- Brandon TreasureShareholder & Co -Chief Investment Officer
- Lori VaanderingShareholder
- Julienne ValoisShareholder
- Adam WishardShareholder, Co-Chief Investment Officer & Advisor
- Darren FarrellShareholder
Investment adviser representatives
19 representatives listed in the SEC register as of 9 October 2026.
- Aaron Rands Claridge
- Rebecca Louise Eckert
- Todd Robert Engblom-Stryker
- Darren Patrick Farrell
- Rafik Daniel Fouad
- Rebecca Marie Garrow
- Harrison Edward Hinz
- Todd James Montalbo
- Meredith L. Morse
- Matthew James Moss
- Peter Mark Nordlund
- Ryan Todd Oldroyd
- Elizabeth Ruth Perry
- Maxwell Thomas Puzzo
- Holly Ross
- Brandon Merritt Treasure
- Julienne Meret Valois
- Isaac Clayton Walters
- Adam Timothy Wishard
Staff
- 33 employees
- 19 in advisory functions
- 19 state-registered reps
- 15 insurance agents
- Owns 75% or more of First Pacific Financial, Inc.
Todd Engblom-Stryker
Control person · since August 2016
- Owns 10% to 25% of First Pacific Financial, Inc.
Darren Farrell
since January 2017
First Pacific Financial’s regulatory assets grew 2.3× from $841M (June 2021) to $1.93B (May 2026); clients rose from 1,060 to 1,312 and employees from 16 to 33.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| May 2026May 2026 | $1.93B | 1,312 | 33 | 5 |
| Jul 2025July 2025 | $1.51B | 1,156 | 32 | 5 |
| Jun 2024June 2024 | $1.28B | 1,068 | 29 | 4 |
| Apr 2023April 2023 | $1.1B | 1,043 | 28 | 4 |
| May 2022May 2022 | $1.05B | 932 | 30 | 4 |
| Jun 2021June 2021 | $841M | 1,060 | 16 | 3 |
Besides its headquarters, First Pacific Financial has 4 offices, with 5 listed addresses across 3 states.
Washington · 3 listed addresses
- 610 Esther Street, Suite 100, VancouverHQ
- 1730 N Northlake Way, Seattle
- 500 108th Avenue Ne, Bellevue
Alaska · 1 listed address
- 119 Seward Street, Juneau
Oregon · 1 listed address
- 811 SW 6th Ave, Portland
Contact and registration details
- Legal name
- First Pacific Financial, Inc.
- Headquarters
- 610 Esther Street, Suite 100, Vancouver, WA 98660
- Website
- fp-financial.com
- Phone
- 360-254-2585
- @1386227
- SEC file
- 801-108251
- Founded
- 2016
- Structure
- Washington corporation
- Fiscal year end
- December
First Pacific Financial’s named custodian for separately managed accounts is Charles Schwab ($1.87B). First Pacific Financial does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. Advisor Services · San Francisco, CA · $1.87B100%
At year end, First Pacific Financial’s separately managed accounts were mostly in funds (79%) and stocks (11%). Its reported 13F holdings for the quarter ended 30 June 2026 total $839M across 510 positions; the largest are J P Morgan Exchange Traded F (11.6%), Tcw ETF Trust (11.0%) and Dimensional ETF Trust (9.2%).
What the accounts hold
- Stocks11%
- Exchange-traded equities10%
- Non-exchange-traded equities1%
- Funds79%
- Bonds7%
- U.S. government and agency bonds5%
- State and local bonds2%
- Cash3%
Reported 13F holdings
- $839M
- Reported 13F value
- 510
- Positions
- 59.3%
- In the 10 largest
- +8.1%
- Value vs. prior quarter
- J P Morgan Exchange Traded F · Core Plus BD ETF11.6%
- Tcw ETF Trust · Flexible Income11.0%
- Dimensional ETF Trust · World Equity ETF9.2%
- Vanguard Index Fds · Growth ETF5.8%
- iShares TR · MSCI Eafe ETF5.1%
- SPDR Series Trust · ST Str Sp400val4.1%
- Schwab Strategic TR · Fundamental US S4.0%
- SPDR Index Shs Fds · ST Str Asia ETF3.4%
- Matthews Intl Fds · Emer MA Futu ETF2.7%
- Morgan Stanley ETF Trust · Calvert US Mdcp2.3%
Together, the ten largest are 59.3% of reported value.
How many clients does First Pacific Financial have?
First Pacific Financial has 1,312 clients and manages $1.93 billion for them, as of May 2026. They include 726 individual clients, 565 high-net-worth individuals, and 15 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 12 May 2026
What services does First Pacific Financial offer?
First Pacific Financial provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, estate planning, insurance, philanthropic planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does First Pacific Financial charge?
First Pacific Financial charges up to 1.25% a year for its Wealth Management Fees. The fee is billed in advance and is negotiable.
Source: 2A BROCHURE, filed 12 May 2026
Which custodians does First Pacific Financial use?
First Pacific Financial’s separately managed account assets are held at Charles Schwab & Co., Inc. Advisor Services (San Francisco, CA), with $1.87B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 12 May 2026
How many financial advisors does First Pacific Financial have?
First Pacific Financial has 19 investment adviser representatives registered with state securities authorities, out of 33 employees, and 19 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 15 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does First Pacific Financial invest in?
At the end of its last fiscal year, First Pacific Financial’s separately managed accounts held 79% registered funds (mutual funds, ETFs, BDCs), 10% exchange-traded equities, 5% U.S. government and agency bonds, 3% cash and equivalents, 2% state and local bonds and 1% non-exchange-traded equities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns First Pacific Financial?
First Pacific Financial’s direct owners are Todd Engblom-Stryker (75% or more) and Darren Farrell (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 12 May 2026
How does First Pacific Financial get paid?
First Pacific Financial is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact First Pacific Financial?
First Pacific Financial’s main office is at 610 Esther Street, Suite 100, Vancouver, WA 98660. Its phone number is 360-254-2585. Its website is fp-financial.com.