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PRIMERICA ADVISORS
Legal name: PFS INVESTMENTS INC.
CRD 10111File 801-72263
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jul 21, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$15.54B
Top 10% of cohort (national)
Discretionary AUM
$15.54B
Clients
67,816
89,813 accounts
Employees
3,992
Top 10% of cohort in GA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- May 6, 2011
- Principal office
- 1 PRIMERICA PARKWAY, DULUTH, GA, 30099-0001
- Phone
- 833-786-0550
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $15.54B
- Discretionary AUM
- $15.54B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 89,813
- Non-discretionary accounts
- 0
- Total accounts
- 89,813
- AUM per client
- $229K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 166 | $90.6M |
| Charitable organizations | 64 | $28.0M |
| High net worth individuals | 2,097 | $3.20B |
| Individuals (other than high net worth individuals) | 65,489 | $12.21B |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11A2
- Q11D1
- Q11D2
- Q11D4
- Q11D5
- Q11E1
- Q11E2
- Q11E4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.