The Pacific Financial Group, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Nashville, TN. Its latest Form ADV filing, dated March 31, 2026, reports $5.1B in regulatory assets under management, 62 employees, and 16,832 accounts.
Assets Under Management
$5.1B
Employees
62
Offices
--
Total Clients
16,832
Primary office
NASHVILLE, TN
900 20TH AVENUE SOUTH, SUITE 500, NASHVILLE, TN, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 98.1% of total clients.
Top client categories% of clientsClients
1
Individuals
98.1%
16,514
2
HNWI
1.8%
304
3
Corporations
0.1%
9
Additional categories (<0.1%)
Charitable<5 clients
Pension Plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$5.1Bas of March 31, 2026
Discretionary100.0%
$5.1B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$5.1B
Total Accounts16,832
10Y AUM Change+$3.3B (+184.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees62
Clients per Employee271:1
10Y Employee Change+20 (+47.6%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.