# Pavlic Investment Advisors, Inc.

Pavlic Investment Advisors, Inc. is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/pavlic-investment-advisors-inc

## Regulatory record

- **CRD number:** 111246
- **SEC file number:** 801-136029
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-05-04T00:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/111246

## About

PAVLIC INVESTMENT ADVISORS, INC. is an SEC-registered investment adviser in Delafield, WI, registered since 2026. The firm manages $109 million in assets, $92 million on a discretionary basis. It has 2 employees and 2 investment advisers.

## Questions

### Who runs investment decisions at Pavlic Investment Advisors?

No named principals or investment decision-makers have been publicly identified for Pavlic Investment Advisors. The firm's leadership structure is not disclosed in public records or firm communications.

### How does Pavlic Investment Advisors source deal flow?

There is no public information on how Pavlic Investment Advisors sources investments. The firm's deal flow, network, and origination process are not documented in available sources.

### What investment stages or sectors does Pavlic Investment Advisors target?

No sector focus or investment stage preferences have been disclosed by Pavlic Investment Advisors. There are no public portfolio holdings or strategy documents available.

## Related profiles

- [Summit Portfolio Management LLC](https://altss.com/profile/summit-portfolio-management-llc)
- [The Welch Group](https://altss.com/profile/the-welch-group-llc)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/pavlic-investment-advisors-inc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology
