PACIFIC ASSET MANAGEMENT, LLC
SEC RegisteredYour Path to Retirement Starts Here...
About the firm
Pacific Asset Management is an SEC Registered Investment Advisor (RIA) firm founded in 1998 by Gary Lucy and Don Cox, dedicated to serving with diligence and integrity. The firm offers straightforward, evidence-based wealth management solutions to help individuals and families make the most of their wealth throughout retirement. Operating from Gig Harbor, WA and Shelton, WA, they serve the Pacific Northwest and beyond.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
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.
Who they serve
Individuals and families seeking retirement planning and wealth management, particularly those in the Pacific Northwest and beyond.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 248 | $92M |
| High Net Worth Individuals | 122 | $280M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 5 | $9.6M |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $1 - $1,000,000 | 1.00% |
| $1,000,001 - $2,000,000 | 0.75% |
| $2,000,001 and up | 0.50% |
Data as of March 20, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. PACIFIC ASSET MANAGEMENT, LLC 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 the SEC or FINRA websites before making any decision.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched