Pacer Advisors, Inc.
- Regulatory AUM
- $38.6B
- Discretionary
- $38.6B
- Clients
- 57
- Avg AUM / client
- $678M
- Accounts
- 57
- Employees
- 24
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 57 | $38.6B | 100.0% |
People (24)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Joe Mckee Thomson | President | CFP Chartered Financial Consultant | Mar 2005 (21y) | 50% – 75% |
| Thomson, Joann, Marie | Treasurer/Secretary | Mar 2005 (21y) | 5% – 10% | |
| Sean Edward Ohara | Director | Mar 2009 (17y) | 10% – 25% | |
| Ashlee Ann Thomson Bradbard | Svp | Feb 2012 (14y) | 5% – 10% | |
| Zeller, Kimberly, L. T. | Vice President, Key Accounts | Jan 2015 (12y) | 5% – 10% | |
| Johnson, Jeffrey, Shawn | Chief Compliance Officer | Jun 2023 (3y) | Less than 5% | |
| Bruce Alan Kavanaugh | Registered representative | Mar 2006 (20y) | ||
| Brad Schafenacker Gery | Registered representative | Jun 2013 (13y) | ||
| Daniel Mark Alivernini | Registered representative | CFP | Apr 2018 (8y) | |
| Patrick Ryan Hull | Registered representative | Oct 2019 (7y) | ||
| Michael Patrick Gillespie | Registered representative | Aug 2021 (5y) | ||
| Mark Austin Donovan | Registered representative | Jun 2022 (4y) | ||
| Derek Radcliff | Registered representative | Feb 2023 (3y) | ||
| John Abbott | Registered representative | Nov 2023 (3y) | ||
| Mark Charles Kettenhofen | Registered representative | Jan 2024 (3y) | ||
| Joseph Albert Werner | Registered representative | Nov 2024 (2y) | ||
| Brian M Lomedico | Registered representative | May 2025 (1y) | ||
| Marc Westburg | Registered representative | Jun 2025 (1y) | ||
| Garrett S Tingle | Registered representative | Oct 2025 (1y) | ||
| Joshua Jacobs Mccarthy | Registered representative | Oct 2025 (1y) | ||
| Donald C Kornse | Registered representative | Nov 2025 (1y) | ||
| Michael A Green | Registered representative | Jan 2026 (1y) | ||
| Tyler R Koivisto | Registered representative | Feb 2026 (0y) | ||
| Nathan Grant Baker | Registered representative | Mar 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) | 03/31/2026 | 1020 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 investment companies
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗