Pacific Landfall

RIASEC Registered
Total AUM
$14.9M
Discretionary
$14.9M
100% of AUM
Avg account
$119K
Accounts
125
Employees
2
Advisory reps
2

Firm details

Headquarters
,
CRD number
285135
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals67.7%
  • HNWI25.55%
  • Charitable Organizations6.76%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Pacific Landfall is an independent registered investment adviser operating as a limited liability company with an owner-managed structure. The firm serves a mix of individual and family clients alongside institutional and small business accounts, providing financial planning and portfolio management services. Its stated investment preference tilts toward publicly traded equities — exchange-traded stocks and ETFs make up the single largest slice of client assets — and the firm runs primarily discretionary strategies, indicating active day-to-day portfolio implementation on behalf of clients. Fee arrangements at Pacific Landfall are flexible and include percentage-of-AUM billing alongside hourly and fixed-fee engagements, which supports both ongoing managed accounts and project-based planning work. The firm does not identify as an ESG-focused or multi-state adviser, and it does not present itself as a capital allocator; instead it sources third-party managers for alternative exposures and blends traditional long-only equity strategies with private-market allocations where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Asset composition

Asset composition: Exchange Traded Equities 61%, US Government Bonds 20%, Cash & Cash Equivalents 19%61%
  • Exchange Traded Equities61%
  • US Government Bonds20%
  • Cash & Cash Equivalents19%

Owners & executives

1 of 1
  • Chance Butler

    Chance Butler

    Founder & CEOCRD 6704729

Contacts

1 of 1
  • Christopher Landry

    Christopher Landry

    Wealth Management AdvisorCRD 7251829

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth