Joshua Coniglio
Pacific Capital · Corona, California
Joshua Coniglio is a fee-only financial advisor at Pacific Capital in Corona, California, who holds the CFP credential. Joshua focuses on founders (pre-exit), small business owners and estate & legacy planning. Pacific Capital reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Joshua →
Specialties
Who they serve
- Founders
- Ultra high net worth
Facts
| Firm | Pacific Capital |
|---|---|
| Based in | Corona, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $820.6M across 336 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 6290332 |
| Exams passed | Series 66 (2015) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.pacificcapital.com |
| Profile |
Request an introduction to Joshua
Tell Joshua a little about what you're looking for. Joshua isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Joshua
Is Joshua Coniglio a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joshua holds no broker registration, and Pacific Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joshua charge for financial advice?
Joshua's firm, Pacific Capital, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Joshua Coniglio based?
Joshua Coniglio is based in Corona, California.
What does Joshua specialize in?
Joshua's specialties include founders (pre-exit), small business owners, estate & legacy planning, tax planning and family wealth transfer. Joshua works with founders and ultra high net worth.
What credentials does Joshua Coniglio hold?
Joshua Coniglio holds the CFP credential.
Is Joshua Coniglio registered with the SEC?
Yes. Joshua Coniglio is registered as an investment adviser representative in CA and TX (CRD 6290332), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Pacific Capital manage?
Pacific Capital reports $820.6M across 336 accounts in assets under management.
How do I contact Joshua Coniglio?
Through Joshua's website, www.pacificcapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Pacific Capital website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.