Pactolus

Overview

Pactolus is an SEC registered investment adviser based in Vienna, VA, registered since 2010. It reports $188M in assets under management across 447 accounts, with 17 employees. It has 5 investment adviser representatives.

Reported AUM

$188M

Discretionary

62%

Accounts

447

Average account

$42K

Employees

17

Advisory reps

5

Registered since

2010

Jurisdictions

6

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Pooled Investment Vehicles

Fee structure

Commissions, Fixed Fees, Hourly Charges, Percentage of Assets and Performance-Based Fees. Sponsors a wrap fee program.

Executive officers 2 of 2

• Alan Mitchell Harter Chief Executive Officer CRD 2165788
• Gery Joseph Sadzewicz Chief Compliance Officer CRD 1090963

Advisory reps 3 of 5

• David Gerald Chandik Investment Adviser Rep CRD 5811197
• Jacob Evans Hampton Registered Rep · Investment Adviser Rep CRD 8258175
• Alan Mitchell Harter Registered Rep · Investment Adviser Rep CRD 2165788

2 more advisory reps, with emails, phones and branch locations

Location

Headquarters

8614 Westwood Center Dr Ste 620
Vienna, VA 22182

County

Fairfax

Metro area

Washington-Arlington-Alexandria, DC-VA-MD-WV

Region

South

Registrations

• SEC registered
• Registered in 6 jurisdictions
• Website: pactolus.com

Every state, with registration dates

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