JACKSONVILLE, ORCRD 289256Latest ADV March 5, 2026
Practice Financial Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in Jacksonville, OR. Its latest Form ADV filing, dated March 5, 2026, reports $437M in regulatory assets under management, 28 employees, 6 offices, and 1,984 accounts.
Assets Under Management
$437M
Employees
28
Offices
6 offices
Total Clients
474
Primary office
JACKSONVILLE, OR
725 N. 5TH STREET, SUITE 200, JACKSONVILLE, OR, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentPension Plans represent 49.8% of total clients.
Top client categories% of clientsClients
1
Pension Plans
49.8%
236
2
Individuals
42.6%
202
3
HNWI
7.6%
36
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$437Mas of March 5, 2026
Discretionary11.3%
$49M
11% of total RAUM11.3%
Non-discretionary88.7%
$387M
89% of total RAUM88.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$437M
Total Accounts1,984
10Y AUM Change+$326M (+295.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees28
Clients per Employee17:1
10Y Employee Change+20 (+250.0%)
* 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.