Pacific Coast Investment Advisors provides financial planning, portfolio management for individuals and small businesses, and selecting other managers. Financial planning was provided to 1–10 clients last fiscal year.
Pacific Coast Investment Advisors reports 108 clients. They include 75 individual clients, 30 high-net-worth individuals, and 3 corporations and other businesses. Of its assets, 100.0% ($122M across 312 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 69% | 82% |
| High-net-worth individuals | 28% | 18% |
| Corporations and other businesses | 3% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 75 | $99.8M | 81.7% | $1.33M |
| High-net-worth individuals | 30 | $22.3M | 18.3% | $743K |
| Corporations and other businesses | Fewer than 5 | $114K | 0.1% | $37.9K |
| Total | 108 | $122M | 100% | — |
- Clients
- 75
- Regulatory AUM
- $99.8M
- AUM share
- 81.7%
- Avg. per client
- $1.33M
- Clients
- 30
- Regulatory AUM
- $22.3M
- AUM share
- 18.3%
- Avg. per client
- $743K
- Clients
- Fewer than 5
- Regulatory AUM
- $114K
- AUM share
- 0.1%
- Avg. per client
- $37.9K
Total
- Clients
- 108
- Regulatory AUM
- $122M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Pacific Coast Investment Advisors charges 0.65%–1.25% a year for its Investment management services. The fee is billed in advance, is negotiable and requires an account of at least $300,000. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning
- Financial planning is a fixed fee of $2,500 for initial planning and $500 for annual updates, or an hourly fee of $250 with a $2,000 minimum.
Ryan Murphy owns 75% or more of Pacific Coast Investment Advisors. The leadership team of Pacific Coast Investment Advisors includes President Ryan Murphy. It has 1 employee.
Leadership
Ryan MurphyOwner, President & CCO
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
Staff
- 1 employee
- 1 in advisory functions
- Owns 75% or more of Pacific Coast Investment Advisors, LLC
Ryan Murphy
Control person · since December 2019
Pacific Coast Investment Advisors’ regulatory assets grew from $111M (June 2025) to $122M (March 2026); clients rose from 100 to 108 and employees were 1 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $122M | 108 | 1 | 1 |
| June 2025 | $111M | 100 | 1 | 1 |
Besides its headquarters, Pacific Coast Investment Advisors has 0 offices, with 1 listed address in Oregon.
Oregon · 1 listed address
- 1914 Willamette Falls DR., Suite 180, West LinnHQ
Contact and registration details
- Legal name
- Pacific Coast Investment Advisors, LLC
- Headquarters
- 1914 Willamette Falls DR., Suite 180, West Linn, OR 97068
- Website
- pacificcoastia.com
- Phone
- 503-968-2500
- SEC file
- 801-131414
- Structure
- Oregon LLC
- Fiscal year end
- December
Pacific Coast Investment Advisors uses Charles Schwab ($112M) as custodian for its separately managed accounts. Pacific Coast Investment Advisors has custody of $51.4M in client assets for 115 clients.
- Charles SchwabCharles Schwab & Co., Inc. Advisor Services · San Francisco, CA · $112M100%
At year end, Pacific Coast Investment Advisors’ separately managed accounts were mostly in stocks (65%) and bonds (23%).
What the accounts hold
- Stocks65%
- Non-exchange-traded equities48%
- Exchange-traded equities17%
- Bonds23%
- U.S. government and agency bonds20%
- State and local bonds3%
- Cash12%
How many clients does Pacific Coast Investment Advisors have?
Pacific Coast Investment Advisors has 108 clients and manages $122 million for them, as of March 2026. They include 75 individual clients, 30 high-net-worth individuals, and 3 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does Pacific Coast Investment Advisors offer?
Pacific Coast Investment Advisors provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Pacific Coast Investment Advisors charge?
Pacific Coast Investment Advisors charges 0.65%–1.25% a year for its Investment management services. The fee is billed in advance, is negotiable and requires an account of at least $300,000.
Source: FORM ADV PART 2A - FIRM BROCHURE, filed 31 March 2026
Which custodians does Pacific Coast Investment Advisors use?
Pacific Coast Investment Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. Advisor Services (San Francisco, CA), with $112M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026
How many financial advisors does Pacific Coast Investment Advisors have?
Pacific Coast Investment Advisors has 0 investment adviser representatives registered with state securities authorities, out of 1 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or 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 Pacific Coast Investment Advisors invest in?
At the end of its last fiscal year, Pacific Coast Investment Advisors’ separately managed accounts held 48% non-exchange-traded equities, 20% U.S. government and agency bonds, 17% exchange-traded equities, 12% cash and equivalents and 3% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Pacific Coast Investment Advisors have a minimum investment?
Yes, Pacific Coast Investment Advisors’ minimum account size for its Investment management services is $300K.
Source: FORM ADV PART 2A - FIRM BROCHURE, filed 31 March 2026
Who owns Pacific Coast Investment Advisors?
Pacific Coast Investment Advisors’ direct owner is Ryan Murphy (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does Pacific Coast Investment Advisors get paid?
Pacific Coast Investment Advisors 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 Pacific Coast Investment Advisors?
Pacific Coast Investment Advisors’ main office is at 1914 Willamette Falls DR., Suite 180, West Linn, OR 97068. Its phone number is 503-968-2500. Its website is pacificcoastia.com.