Pecaut & Co.
- Regulatory AUM
- $382M
- Discretionary
- $365M
- Clients
- 231
- Avg AUM / client
- $1.7M
- Accounts
- 554
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Nov 19, 2025
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 144 | $70.1M | 18.4% |
| High net worth individuals | 75 | $297M | 77.8% |
| Charitable organizations | 10 | $11.1M | 2.9% |
| Corporations and other businesses | 2 | $3.8M | 0.99% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Daniel Scott Pecaut | Chairman And Chief Investment Officer | Jan 1999 (28y) | Less than 5% | |
| John Christian Pecaut | Chief Operating Officer, Chief Compliance Officer And Vice President | Oct 2016 (10y) | 50% – 75% | |
| Wrenn, Corey, John | Chief Executive Officer And President | Aug 2018 (8y) | Less than 5% | |
| Michael William Gallagher | Vice President & Financial Advisor | CFA | Apr 2021 (5y) | 50% – 75% |
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) | 11/19/2025 | 947 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
- • Publication of periodicals or newsletters
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $382M (100% of AUM) Nov 2025
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: Nov 19, 2025.
View current Form ADV (SEC/IAPD) ↗