Pacific Financial Group Inc
● SEC registered since 1983CRD 105203SEC# 801-18151Nashville, TN
Reg. AUM
$5.07B
Employees
62
Accounts
16,832
Location
Nashville, TN
Pacific Financial Group Inc assets under management
Pacific Financial Group Inc is a registered investment adviser overseen by the SEC based in Nashville, TN. The firm has been registered since 1983. It reports $5.1 billion in regulatory assets under management and employs 62 people.
Pacific Financial Group Inc owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Lincoln Ross Control | President | Under 5% | 2026 |
| Megan McClendon Meade Control | Managing Member And Chief Executive Officer | Under 5% | 2024 |
| Pacific Holdings Group, LLC Control | Shareholder | Over 75% | 2017 |
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Join to unlock · $37/moFrequently asked questions
How much does Pacific Financial Group Inc manage?
Pacific Financial Group Inc reports $5.1 billion in regulatory assets under management on its Form ADV.
How many employees does Pacific Financial Group Inc have?
Pacific Financial Group Inc reports 62 employees.
Where is Pacific Financial Group Inc located?
Pacific Financial Group Inc is based in Nashville, TN and has been SEC-registered since 1983.
Does Pacific Financial Group Inc disclose fund performance?
Pacific Financial Group Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 900 20th Avenue South, Suite 500, Nashville, TN 37212 |
| Phone | 425-451-7722 |
| Fax | 425-451-7731 |
| Office hours | Mon-Fri 7a.m.-4p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1279926 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$5.07B▲ 23%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 13%
Larger than 87% of 16,271 advisers
EmployeesTop 10%
More than 90% of 16,825 advisers
Assets under management
$5.07Bregulatory AUM
Discretionary $5.07B