Pacific Coast Capital, LLC

Broker-DealerFINRA MemberEst. 2020
Total AUM
—
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Lake Oswego, Oregon
CRD number
304602
Registered since
April 10, 2020

Firm profile

FINTRX

Overview

Pacific Coast Capital, LLC is organized as a limited liability company and is registered with the SEC (registration year 2020). The firm’s ownership is reported as a combination of a domestic entity and an individual. In regulatory filings it is categorized as “unclassified,” and the firm does not identify itself as a capital allocator. The available profile indicates the firm is not an active ESG investor, does not position itself as a multistate adviser, and does not report roles such as pension consultant or related adviser. The public-facing details for Pacific Coast Capital are sparse beyond its registration and structural attributes; the firm has not provided granular disclosures about client segments, fee schedules, or specific advisory activities in the dataset reviewed.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 4
  • Carl Pinkard

    Carl Pinkard

    PartnerCRD 4596300

  • Brian Andreosky

    Brian Andreosky

    Business AdvisorCRD 4663919

  • Andrew White

    Andrew White

    Registered RepresentativeCRD 7271634

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Lake Oswego, OR

Clackamas

Location

Lake Oswego, OR

Headquartered in Lake Oswego, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.

Metro area
Portland-Vancouver-Salem, OR-WA
Region
West
County
Clackamas
Address
5665 Meadows Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth