Client Profile

Pacificus Capital Management works with individuals, families, small institutions, and nonprofits. Our clients are independent and entrepreneurial. They tend to be busy professionals who appreciate the benefits of working with a trusted financial partner in the management of their investments.


Our clients are comfortable with technology yet value personal interaction. Some will communicate with us on a regular basis via email, phone, video conference, or in person and do not hesitate to reach out in any way that is most convenient to them. In their professional dealings they value trust, competence and accessibility. They want to be included in the process and appreciate being educated along the way.

Click here to read through Frequently Asked Questions or contact us directly here.

Pacificus Capital Management

580 California Street

Suite 1200

San Francisco, CA 94104

Phone:  (415) 402-0007

Mobile: (415) 743-0824

Please contact us if you would like a referral to other professionals such as tax specialists, or trust and estate planning attorneys.

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FINRA Broker Check

Advisory Services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Registered in CA, CO, CT, FL, HI, ID, IL, NH, NY, WA. Cambridge is not affiliated with Pacificus Capital Management.

© 2019 Pacificus Capital Management.

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