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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

PACE FINANCIAL ADVISORS

PACE FINANCIAL ADVISORS, INC., CRD 318359

HILLSBORO, OR

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:56c9651d-b0eb-56ed-d8f9-a0154d0ccb72

Data as of Apr 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 17
Dated events: 6
On other graphs: 0
Observed: Jan 5, 2022 to Apr 15, 2026
12 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=1.0
Regulatory AUM: $362MItem 5.F on the latest filing (2026-04-15); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $362M
Private client RAUM: $359MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 12
RAUM per advisor: $30.2Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 9
Advisory employees: 9
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 3,964
Individual clients: 1,161
High net worth clients: 79
Custody, client assets: $270M
SEC number: 801-123174
CRD: 318359
Filings on the tape: 12
First filed: Jan 5, 2022
Latest filed: Apr 15, 2026
Organised: Corporation, OR
Website: pace-fa.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
Jeffrey Daniel Eischen	n/a	HILLSBORO, OR	4	16	3	yes
Nathan Edward Bauer	n/a	HILLSBORO, OR	4	13	3	no
Christopher Jerome Mettee	n/a	HILLSBORO, OR	4	11	2	no
Zachary Daniel Moore	n/a	HILLSBORO, OR	3	10	n/a	no
Grant Douglas Lawton	n/a	HILLSBORO, OR	3	13	n/a	no
Kevin Bradley Mellinger	n/a	HILLSBORO, OR	2	11	n/a	no
Jeremiah Daniel Eischen	n/a	HILLSBORO, OR	2	13	n/a	no
Erik Charles Dante	n/a	HILLSBORO, OR	2	13	n/a	no
Dylan Thomas Bastress	n/a	HILLSBORO, OR \| Ashville, OH	1	11	n/a	no
Anthony Lee Walther	n/a	HILLSBORO, OR	0	11	n/a	no
Adam Jon Wachob	n/a	Southern Pines, NC \| HILLSBORO, OR	0	22	n/a	no
Jason Ray Mitchell	n/a	HILLSBORO, OR	0	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Eischen, Jeffrey, Daniel	FOUNDER/PRINCIPAL/CHIEF COMPLIANCE OFFICER	E	yes	09/2021	Jan 5, 2022	Dec 4, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Hillsboro	Or	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 4 of 5

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 15, 2026	$362M	$362M	9	9	2	n/a	n/a
2024	Apr 7, 2025	$390M	$390M	10	10	1	n/a	n/a
2023	Mar 29, 2024	$301M	$301M	9	9	1	n/a	n/a
2022	Mar 29, 2023	$191M	$191M	5	5	3	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	3

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$362M	$390M	-7.2%	$191M	23.7%	9	10	2	1

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	2	Apr 1, 2022	Mar 9, 2022	HILLSBORO, OR	Team lift out	RIA to new firm	1.8%

Relationships

Registered with (15)

← Jason Ray MitchellAdvisorregistration: current employment
Apr 24, 2026 to presentfactForm ADV
← Anthony Lee WaltherAdvisorregistration: current employment
Apr 21, 2026 to presentfactForm ADV
← Adam Jon WachobAdvisorregistration: current employment
Apr 21, 2026 to presentfactForm ADV
← Dylan Thomas BastressAdvisorregistration: current employment
Apr 17, 2025 to presentfactForm ADV
← Jeremiah Daniel EischenAdvisorregistration: current employment
May 16, 2024 to presentfactForm ADV
← Erik Charles DanteAdvisorregistration: current employment
May 16, 2024 to presentfactForm ADV
← Kevin Bradley MellingerAdvisorregistration: current employment
Feb 26, 2024 to presentfactForm ADV
← Grant Douglas LawtonAdvisorregistration: current employment
Jun 6, 2023 to presentfactForm ADV
← Zachary Daniel MooreAdvisorregistration: current employment
Feb 2, 2023 to presentfactForm ADV
← Nathan Edward BauerAdvisorregistration: current employment
Mar 9, 2022 to presentfactForm ADV
← Christopher Jerome MetteeAdvisorregistration: current employment
Mar 9, 2022 to presentfactForm ADV
← Jeffrey Daniel EischenAdvisorregistration: current employment
Mar 8, 2022 to presentfactForm ADV
← Bryce Montgomery DuncanAdvisorregistration: previous registration
Apr 9, 2025 to Sep 2, 2025factForm ADV
← Thomas A WalkerAdvisorregistration: previous registration
Mar 15, 2023 to May 30, 2025factForm ADV
← Carrie Jane JorgensenAdvisorregistration: previous registration
Aug 7, 2023 to Jun 12, 2024factForm ADV

Controls (1)

← Eischen, Jeffrey, DanielOwnerFOUNDER/PRINCIPAL/CHIEF COMPLIANCE OFFICER, ownership code E, individual
Jan 5, 2022 to Dec 4, 2024factForm ADV

Moved with (1)

← FINANCIAL ADVOCATES INVESTMENT MANAGEMENTRegistered adviser2 advisors, team lift out, same day
Apr 1, 2022 to Mar 9, 2022factForm ADV

Dated events

Occurred
Sep 2, 2025
Advisor changed firm
Bryce Montgomery Duncan left Pace Financial Advisors for U.S. Bancorp Advisors, Llc (registered 2026-03-03)
Form ADVobserved 6 days ago
Occurred
May 30, 2025
Advisor changed firm
Thomas A Walker left Pace Financial Advisors for Dmk Advisor Group, Inc. (registered 2023-06-12)
Form ADVobserved 6 days ago
Occurred
Jun 12, 2024
Advisor changed firm
Carrie Jane Jorgensen left Pace Financial Advisors for Wealth Advisors Nw (registered 2024-07-12)
Form ADVobserved 6 days ago
Occurred
Mar 29, 2024
Regulatory AUM changed
Pace Financial Advisors reported RAUM $301.0M, up 57% from $191.1M (2023-12-05 to 2024-03-29)
Form ADVobserved 6 days ago
$110M
Occurred
Apr 1, 2022
Team lift-out
2 advisors left Financial Advocates Investment Management (Hillsboro, OR) for Pace Financial Advisors on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Jan 5, 2022
First Form ADV filing
Pace Financial Advisors filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:56c9651d-b0eb-56ed-d8f9-a0154d0ccb72
First observed: Jan 5, 2022
Last observed: Apr 15, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

PACE FINANCIAL ADVISORS

PACE FINANCIAL ADVISORS, INC., CRD 318359

HILLSBORO, OR

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:56c9651d-b0eb-56ed-d8f9-a0154d0ccb72

Data as of Apr 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:54 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Jeffrey Daniel Eischen

n/a

HILLSBORO, OR

yes

Nathan Edward Bauer

n/a

HILLSBORO, OR

Christopher Jerome Mettee

n/a

HILLSBORO, OR

Zachary Daniel Moore

n/a

HILLSBORO, OR

n/a

Grant Douglas Lawton

n/a

HILLSBORO, OR

n/a

Kevin Bradley Mellinger

n/a

HILLSBORO, OR

n/a

Jeremiah Daniel Eischen

n/a

HILLSBORO, OR

n/a

Erik Charles Dante

n/a

HILLSBORO, OR

n/a

Dylan Thomas Bastress

n/a

HILLSBORO, OR | Ashville, OH

n/a

Anthony Lee Walther

n/a

HILLSBORO, OR

n/a

Adam Jon Wachob

n/a

Southern Pines, NC | HILLSBORO, OR

n/a

Jason Ray Mitchell

n/a

HILLSBORO, OR

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Eischen, Jeffrey, Daniel

FOUNDER/PRINCIPAL/CHIEF COMPLIANCE OFFICER

yes

09/2021

Jan 5, 2022

Dec 4, 2024

City

State

Country

Employees

Also broker-dealer

Hillsboro

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 15, 2026

$362M

n/a

2024

Apr 7, 2025

$390M

n/a

2023

Mar 29, 2024

$301M

n/a

2022

Mar 29, 2023

$191M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$362M

$390M

-7.2%

$191M

23.7%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

Apr 1, 2022

Mar 9, 2022

HILLSBORO, OR

Team lift out

RIA to new firm

1.8%