Mountain Pacific Investment Advisers, Llc
- Regulatory AUM
- $934M
- Discretionary
- $934M
- Clients
- 319
- Avg AUM / client
- $2.9M
- Accounts
- 769
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Mar 05, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 102 | $62.7M | 6.72% |
| High net worth individuals | 188 | $767M | 82.2% |
| Pension and profit sharing plans | 6 | $24.6M | 2.64% |
| Charitable organizations | 15 | $47.6M | 5.1% |
| Corporations and other businesses | 8 | $31.4M | 3.37% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| T R Toppers, Inc. 401(k) Profit Sharing Plan T R Toppers, Inc. | Boise, ID | 2024 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| William John Palumbo | Ceo | Jan 1989 (38y) | ≈ 12.5% – 37.5% via Mpia Holdings, Inc. | |
| Bruce Alan Reeder | Member | Mar 2000 (26y) | ≈ 12.5% – 37.5% via Mpia Holdings, Inc. | |
| Matthew Michael Lindstrom | Member/Chief Compliance Officer | Feb 2017 (9y) | 25% – 50% | |
| Nathan Christian Oakley | Member | CFA | Feb 2019 (7y) | 25% – 50% |
| Rashe Lee Elliott | Registered representative | Apr 2024 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Mpia Holdings, Inc. | Holding Company | Oct 2020 | 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):
- William John Palumbo: 50% – 75% of Mpia Holdings, Inc. × 25% – 50% direct ≈ 12.5% – 37.5% of the firm
- Bruce Alan Reeder: 50% – 75% of Mpia Holdings, Inc. × 25% – 50% direct ≈ 12.5% – 37.5% 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 (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| T R Toppers, Inc. 401(k) Profit Sharing Plan | T R Toppers, Inc. | 123 | $13.6M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/05/2026 | 910 KB | 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $910M (97% of AUM) Mar 2026
- Bank Of Ny Mellon $764M (44% of AUM) Jul 2025
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: Mar 05, 2026.
View current Form ADV (SEC/IAPD) ↗