Overview
Assets Under Management: $188 million
Headquarters: VIENNA, VA
High-Net-Worth Clients: 302
Average Client Assets: $0.4 million
Frequently Asked Questions
PACTOLUS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #155195), PACTOLUS is subject to fiduciary duty under federal law.
PACTOLUS is headquartered in VIENNA, VA.
PACTOLUS serves 302 high-net-worth clients according to their SEC filing dated March 10, 2026. View client details ↓
According to their SEC Form ADV, PACTOLUS offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, and selection of other advisors. View all service details ↓
PACTOLUS manages $188 million in client assets according to their SEC filing dated March 10, 2026.
According to their SEC Form ADV, PACTOLUS serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 302
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 61.65%
Average Client Assets: $0.4 million
Total Client Accounts: 447
Discretionary Accounts: 302
Non-Discretionary Accounts: 145
Regulatory Filings
CRD Number: 155195
Filing ID: 2052808
Last Filing Date: 2026-03-10 11:43:26