Pacific Financial Group,llc
● SEC registered since 2007CRD 143041SEC# 801-68318Nashville, TN
Reg. AUM
$4.69B
Employees
20
Accounts
17
Location
Nashville, TN
Pacific Financial Group,llc assets under management
Pacific Financial Group,llc is an investment advisory firm registered with the SEC based in Nashville, TN. The firm has been registered since 2007. It reports $4.7 billion in regulatory assets under management and employs 20 people.
Pacific Financial Group,llc 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,llc manage?
Pacific Financial Group,llc reports $4.7 billion in regulatory assets under management on its Form ADV.
How many employees does Pacific Financial Group,llc have?
Pacific Financial Group,llc reports 20 employees.
Where is Pacific Financial Group,llc located?
Pacific Financial Group,llc is based in Nashville, TN and has been SEC-registered since 2007.
Does Pacific Financial Group,llc disclose fund performance?
Pacific Financial Group,llc 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 | 7a.m. -4p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1714437 |
| Discloses disciplinary history | No |
Regulatory AUM
$4.69B▲ 25%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 13%
Larger than 87% of 16,271 advisers
EmployeesTop 24%
More than 76% of 16,825 advisers
Assets under management
$4.69Bregulatory AUM
Discretionary $4.69B