Institutional
    SEC Registered

    Pacific Financial Group, LLC

    Registered investment advisor · Nashville, Tennessee · CRD #143041

    Assets Under Management
    $4.7B
    Client Accounts
    17
    Employees
    20
    CRD Number
    143041
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Pacific Financial Group, LLC

    Pacific Financial Group, LLC is a SEC-registered investment advisory firm headquartered in Nashville, Tennessee, managing approximately $4.7B in regulatory assets across 17 client accounts. The firm's full regulatory record is filed with the SEC under CRD #143041.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Pacific Financial Group, LLC's AUM?

    Pacific Financial Group, LLC reports approximately $4.7B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Pacific Financial Group, LLC headquartered?

    Pacific Financial Group, LLC is headquartered in Nashville, Tennessee.

    What is Pacific Financial Group, LLC's CRD number?

    Pacific Financial Group, LLC's CRD number is 143041. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Pacific Financial Group, LLC manage?

    Pacific Financial Group, LLC manages approximately 17 client accounts according to its latest SEC filing.

    Is Pacific Financial Group, LLC SEC registered?

    Yes, Pacific Financial Group, LLC is registered with the SEC as an investment adviser with an approved registration status.

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