Pasco Investment Advisors Inc
- Regulatory AUM
- $50.4M
- Discretionary
- $50.4M
- Clients
- 29
- Avg AUM / client
- $1.7M
- Accounts
- 56
- Employees
- 2
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jan 12, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | Fewer than 5 clients | $133K | 0.26% |
| High net worth individuals | 29 | $47.8M | 94.8% |
| Pension and profit sharing plans | Fewer than 5 clients | $371K | 0.74% |
| Charitable organizations | Fewer than 5 clients | $1.0M | 1.99% |
| Corporations and other businesses | Fewer than 5 clients | $1.1M | 2.21% |
Nonprofit clients
Charities that reported this firm as a top-paid contractor (investment services) on Form 990.
| Charity | Location | Period |
|---|---|---|
| Painters District Council 711 EIN 223052612 | Philadelphia, PA | 04/30/2024 |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Peter Anthony Santoriello | President | Oct 1994 (32y) | 75% or more | |
| Santoriello, Joanne, Reiman | Chief Compliance Officer | Jan 1995 (32y) | Less than 5% |
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.
Foundations & charities (1)
| Organization | Type | Assets | As of |
|---|---|---|---|
| Painters District Council 711 | Public charity | $0 | 04/30/2024 |
From IRS Form 990 investment-management-fee disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/12/2026 | 1.02 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 businesses/institutional clients
Custody
Reported custodians
- Morgan Stanley $47.6M (94% of AUM) Jan 2026
- Fidelity Distributors Company Llc $8.4M (17% of AUM) Jan 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: Jan 12, 2026.
View current Form ADV (SEC/IAPD) ↗