Pacific Income Advisers Inc
SEC-registered
Investment Adviser · Mid-sized ($1B–$10B)
CRD 104719
· SEC file 801-27828
· El Segundo, CA
· www.pacificincome.com
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ADV data as of Jun 25, 2026
- Regulatory AUM
- $2.2B
- Discretionary
- $2.2B
- Clients
- 2,673
- Avg AUM / client
- $842K
- Accounts
- 2,673
- Employees
- 14
AUM over time
$1.8B
$13.3B
Dec 2011
Jun 2026
Annual snapshots from Form ADV filings · as of Jun 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 2,374 | $343M | 15.3% |
| Investment companies | 5 | $753M | 33.5% |
| Pooled investment vehicles (non-investment companies) | 1 | $2.0M | 0.09% |
| Pension and profit sharing plans | 23 | $80.1M | 3.56% |
| Charitable organizations | 58 | $117M | 5.19% |
| State or municipal government entities | 10 | $123M | 5.47% |
| Sovereign wealth funds and foreign official institutions | 91 | $129M | 5.71% |
| Corporations and other businesses | 94 | $267M | 11.8% |
| Other | 17 | $436M | 19.4% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Masons Pension Plan Board Of Trustees Of Masons Pension Trust Fund | Honolulu, HI | 2024 |
| Hawaii Masons And Plasterers Annuity Plan Board Of Trustees Of The Hawaii Masons & Plasterers Annuity Trust Fund | Honolulu, HI | 2024 |
| Local 522 Pension Fund Board Of Trustees Of Local 522 Pension Fund | Brooklyn, NY | 2024 |
| Southeastern Carpenters And Millwrights Pension Plan Jt Bd Of Trustees Of Southeastern Carp And Millwrights Pension Plan | 2024 | |
| Excavators Union Local 731 Annuity Fund Excavators Union Local 731 Annuity Board Of Trustees | 2024 | |
| Southern District Ubc Defined Contribution Fund Board Of Trustees Of The Southern District Ubc Defined Contribution F | 2024 | |
| United Teamster Annuity Fund Board Of Trustees Of United Teamster Annuity Fund | Brooklyn, NY | 2024 |
| Smart Local Unions And Councils Pension Fund Board Of Trustees Of The Smart Local Unions And Councils Pension Fund | 2024 | |
| Sheet Metal Workers Local No. 177 Pension Fund Trustees Sheet Metal Workers Local No. 177 Pension Fund | 2024 |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Joseph Lloyd Mcadams | President & Portfolio Manager | Mar 1987 (39y) | ≈ 37.5% – 75% via Lloyd Mcadams Family Trust | |
| Baines, Heather Una | Chairman | Oct 1987 (39y) | ≈ 18.75% – 50% via Heather U. Baines Family Trust | |
| Austin Whitt Rutledge | Managing Director/Treasurer | CFA | Sep 2008 (18y) | Less than 5% |
| Timothy Bradley Tarpening | Dmanaging Director/Portfolio Strategist | Sep 2008 (18y) | Less than 5% | |
| Joseph Emery Mcadams | Ceo | CFA | Mar 2010 (16y) | Less than 5% |
| Adilberto Antonio Torres | Managing Director/Secretary | Mar 2010 (16y) | Less than 5% | |
| Meyer, Daniel, F | Managing Director/Senior Portfolio Manager | Dec 2014 (12y) | Less than 5% | |
| Adamczyk, Denise, Marie | Chief Compliance Officer | Sep 2021 (5y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Lloyd Mcadams Family Trust | Shareholder | Jun 1987 | A | 50% – 75% |
| Heather U. Baines Family Trust | Shareholder | Jun 1995 | A | 25% – 50% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Joseph Lloyd Mcadams: 75% – 100% of Lloyd Mcadams Family Trust × 50% – 75% direct ≈ 37.5% – 75% of the firm
- Baines, Heather Una: 75% – 100% of Heather U. Baines Family Trust × 25% – 50% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (9)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Masons Pension Plan | Board Of Trustees Of Masons Pension Trust Fund | 1,248 | $284M | 03/01/2024 |
| Hawaii Masons And Plasterers Annuity Plan | Board Of Trustees Of The Hawaii Masons & Plasterers Annuity Trust Fund | 1,088 | $127M | 03/01/2024 |
| Local 522 Pension Fund | Board Of Trustees Of Local 522 Pension Fund | 846 | $123M | 02/01/2024 |
| Southeastern Carpenters And Millwrights Pension Plan | Jt Bd Of Trustees Of Southeastern Carp And Millwrights Pension Plan | 0 | $0 | 01/01/2024 |
| Excavators Union Local 731 Annuity Fund | Excavators Union Local 731 Annuity Board Of Trustees | 6,526 | $953M | 01/01/2024 |
| Southern District Ubc Defined Contribution Fund | Board Of Trustees Of The Southern District Ubc Defined Contribution F | 51,643 | $1.2B | 01/01/2024 |
| United Teamster Annuity Fund | Board Of Trustees Of United Teamster Annuity Fund | 1,199 | $9.3M | 01/01/2024 |
| Smart Local Unions And Councils Pension Fund | Board Of Trustees Of The Smart Local Unions And Councils Pension Fund | 995 | $397M | 01/01/2024 |
| Sheet Metal Workers Local No. 177 Pension Fund | Trustees Sheet Metal Workers Local No. 177 Pension Fund | 712 | $75.6M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/25/2026 | 1.03 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Morgan Stanley $613M (27% of AUM) Jun 2026
- Wells Fargo $430M (19% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 25, 2026.
View current Form ADV (SEC/IAPD) ↗