West Paces Advisors, Inc.
- Regulatory AUM
- $1.0B
- Discretionary
- $997M
- Clients
- 255
- Avg AUM / client
- $3.9M
- Accounts
- 831
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jan 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 74 | $28.1M | 2.79% |
| High net worth individuals | 177 | $970M | 96.4% |
| Pension and profit sharing plans | 1 | $2.5M | 0.25% |
| Charitable organizations | 3 | $6.0M | 0.59% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Oglesby, Nancy, S | Trustee | Jul 1999 (27y) | GP / trustee / elected manager of The Jfo Family Trust (indirect) | |
| George Andrew Crews | Elected Director (Previously Elected Manager), Founder, Principal | CFA | May 2015 (11y) | 25% – 50% |
| John F. Oglesby | Elected Director (Previously Elected Manager), Founder, Principal | CFA | May 2015 (11y) | 10% – 25% |
| Viani, John, Paul | Founder, Shareholder | May 2015 (11y) | 10% – 25% | |
| Geoffrey Ryan Gober | Shareholder | CFP | Apr 2018 (8y) | 10% – 25% |
| Ryan Michael Floyd | Shareholder | CFP CFA | May 2020 (6y) | 5% – 10% |
| Thompson, Andrea | Shareholder | Jan 2021 (6y) | 5% – 10% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| The Jfo Family Trust | Shareholder | Jan 2018 | A | 10% – 25% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/30/2026 | 948 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
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $997M (99% of AUM) Jan 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Jan 30, 2026.
View current Form ADV (SEC/IAPD) ↗