Ian Venzon

Employer firm

Pence Capital Management, LLC CRD 281739

$1.54B regulatory AUM

Reported services (Item 5G)

• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2018 → Present
  Pence Wealth Management
  Newport Beach, CA
• 03/2017 → 09/2017
  Big Sky Capital Investments
  Irvine, CA
• 09/2016 → 01/2017
  Harvey And Company Llc
  Newport Beach, CA
• 04/2016 → 09/2016
  Unemployed
  Los Angeles, CA
• 09/2017 → 01/2018
  Unemployed
  Huntington Beach, CA
• 01/2018 → Present
  Lpl Financial, Llc
  Newport Beach, CA
• 09/2020 → Present
  Pence Capital Management
  Newport Beach, CA

Previous Registrations

• 2021-04-12 → 2023-12-04
  Pence Wealth Management, Inc.
  Newport Beach, CA

Other Businesses

1. 4/13/2018 - PENCE WEALTH MANAGEMENT - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/03/2016 - Time Spent 100%. 2. 11/02/2023 - Pence Financial Group - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 12/01/2023 - 4 Hours Per Month/ 1 Hour During Trading 3. 08/01/2026 - Pence Capital Management, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Admin. - Start Date 09/09/2020 - 80 Hours Per Month - I provide limited investment advisory services through Pence Capital Management, an independent investment advisor firm. I started this business activity in 09/2020. I expect to spend approximately 80 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S66 Uniform Combined State Law Examination
  2018-06-29