Pace Financial Advisors, Inc.
- Regulatory AUM
- $362M
- Discretionary
- $362M
- Clients
- 1,242
- Avg AUM / client
- $292K
- Accounts
- 3,964
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 15, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,161 | $220M | 60.8% |
| High net worth individuals | 79 | $139M | 38.3% |
| Pension and profit sharing plans | 2 | $3.1M | 0.87% |
People (12)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jeffrey Daniel Eischen | Founder/Principal/Chief Compliance Officer | Sep 2021 (5y) | 75% or more | |
| Christopher Jerome Mettee | Registered representative | Mar 2022 (4y) | ||
| Nathan Edward Bauer | Registered representative | Mar 2022 (4y) | ||
| Zachary Daniel Moore | Registered representative | Feb 2023 (4y) | ||
| Grant Douglas Lawton | Registered representative | Jun 2023 (3y) | ||
| Kevin Bradley Mellinger | Registered representative | Feb 2024 (2y) | ||
| Erik Charles Dante | Registered representative | May 2024 (2y) | ||
| Jeremiah Daniel Eischen | Registered representative | May 2024 (2y) | ||
| Dylan Thomas Bastress | Registered representative | Apr 2025 (1y) | ||
| Adam Jon Wachob | Registered representative | Apr 2026 (0y) | ||
| Anthony Lee Walther | Registered representative | Apr 2026 (0y) | ||
| Jason Ray Mitchell | Registered representative | Apr 2026 (0y) |
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) | 04/15/2026 | 943 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
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $362M (100% of AUM) Apr 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: Apr 15, 2026.
View current Form ADV (SEC/IAPD) ↗