PASCO ADVISORS, LLC

Overview

Pasco Advisors, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual principal. The firm serves both individual and family clients as well as institutional accounts and functions as a capital allocator, which means it selects and places client capital with third‑party managers when appropriate. In addition to investment management, Pasco Advisors provides financial planning, portfolio management for individuals and small businesses, adviser selection, and educational workshops. The firm also operates as an insurance broker and provides accounting services, positioning it to coordinate investment decisions with insurance and tax considerations. Investment activity shows a clear tilt toward listed equities. The adviser prefers exchange‑traded equities for its discretionary strategies and uses fee structures that include a percentage of assets under management along with hourly or other billing arrangements. Pasco Advisors is not an active ESG investor according to filings and is not structured as a multistate or newly formed adviser.

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Public Holdings

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Location & Offices