PACIFIC CAPITAL WORKS, INC.

Overview

Pacific Capital Works, Inc. is an independent, privately owned registered investment adviser that manages client portfolios with a clear tilt toward publicly traded equities. The firm acts as a capital allocator and combines discretionary portfolio management with financial planning and advisory services for individuals and families. Its service menu includes portfolio management for individuals and small businesses, portfolio management for businesses or institutions, selection of other advisers, pension consulting-related work, and client education through seminars and workshops. Pacific Capital Works charges a mix of percentage-of-AUM fees along with hourly and fixed-fee engagements, which supports both ongoing asset management relationships and project-based planning work. The firm is not an active ESG investor and operates primarily within a single state jurisdiction. Its business model centers on delivering tailored equity-focused solutions while also sourcing third-party alternative managers when appropriate.

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Public Holdings

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Location & Offices