Pacesetter Financial Group, L.L.C.

RIASEC Registered

Total AUM

$170M

Discretionary

$141M

83% of AUM

Avg account

$223K

Accounts

766

Employees

Advisory reps

Firm details

Headquarters: Lincoln, Illinois
CRD number: 123287
Registered since: March 21, 2024
Website: pacesetterfinancial.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI55.6%
Individuals32.48%
Pension & Profit Sharing Plans8.77%
Charitable Organizations2.56%
Corporations / Businesses0.59%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Pacesetter Financial Group, L.L.C. is an independent registered investment adviser organized as an LLC and owned by an individual. The firm registered with the SEC in 2024 and serves both individual & family clients and institutional clients. Its advisory offering centers on financial planning and portfolio management across private clients, small businesses and institutional/business accounts; pension consulting services are also listed among its advisory activities. Pacesetter charges a mix of fee types—asset-based fees, hourly charges and fixed fees—and reports an affiliation with accounting professionals. The firm does not identify as an active ESG investor and is not structured as a capital allocator.