Brian Whitfield Cox
Investment Adviser Representative at Pacific Asset Management, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Brian Whitfield Cox is an investment adviser representative with Pacific Asset Management, LLC in Gig Harbor, WA, where they have been registered since 2009, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in California, Texas, and Washington.
Office
Advisors at this office: 5
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California, Texas, Washington
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Pacific Asset ManagementOct 2007 – no end date reportedPort Orchard, WA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Pacific Asset Management, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Firm account minimum
- $250,000 (waivable)
- $1 - $1,000,0001.00%
- $1,000,001 - $2,000,0000.75%
- $2,000,001 and up0.50%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Investment management, retirement planning, Social Security timing, retirement income planning, and tax planning. The firm constructs evidence-based, diversified portfolios using no-load, low-expense mutual funds including those from Dimensional Fund Advisors, and collaborates with a network of estate planners, lawyers, CPAs, and insurance professionals.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 5
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Gig Harbor, WA
- Founded:
- 1998
- SEC file number:
- 801-60894
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of June 11, 2026
View full firm profileOther advisors at Pacific Asset Management, LLC
4 other advisors in the directory
Similar advisors in Gig Harbor, WA
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brian Whitfield Cox has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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