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JP

Jacob N. Pacini

LILLIANO CAPITAL MANAGEMENT LLC
PHOENIX, AZ 85085
Some features on this profile are disabled
CRD#: 6196056
JP

Professional summary

Jacob N. Pacini is a registered financial advisor currently at LILLIANO CAPITAL MANAGEMENT LLC located in Phoenix, Arizona.

Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Jacob has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob N. Pacini's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

March 5, 2026 - Present

LILLIANO CAPITAL MANAGEMENT LLC

Office #1: 2046 W. Union Park Drive, Phoenix, AZ 85085
RIA
CRD#: 339106
PHOENIX, AZ
Past

November 12, 2021 - March 2, 2026

UWC WEALTH MANAGEMENT

RIA
CRD#: 167898
PLEASANT GROVE, UT
Past

March 24, 2014 - March 9, 2021

UWC WEALTH MANAGEMENT

RIA
CRD#: 167898
PHOENIX, AZ

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Arizona
(3/5/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/21/2014
Uniform Investment Adviser Law Examination

Current Firm

LC
LILLIANO CAPITAL MANAGEMENT LLC
LILLIANO CAPITAL MANAGEMENT LLC

CRD#: 339106 / SEC#: 801-135048

RIA
Registered Investment Advisory firm - (2/20/2026 120-Day Approval)
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Contact information

Main Address
2046 W. Union Park Drive, Phoenix, AZ 85085
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

SEC notice filing (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

LILLIANO CAPITAL ADV 2A (1/21/2026)

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

LILLIANO CAPITAL MANAGEMENT LLC

CRD#: 339106Phoenix, AZ 85085

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