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THE PACIFIC FINANCIAL GROUP, INC.
Legal name: PACIFIC FINANCIAL GROUP INC
CRD 105203File 801-18151
APPROVED
Retail clients
Disclosure events
Filing as of May 15, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$5.07B
Top 25% of cohort (national)
Discretionary AUM
$5.07B
Clients
16,832
16,832 accounts
Employees
62
Top 10% of cohort in TN
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jan 10, 1983
- Principal office
- 900 20TH AVENUE SOUTH, SUITE 500, NASHVILLE, TN, 37212
- Phone
- 425-451-7722
- Website
- HTTPS://WWW.TPFG.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $5.07B
- Discretionary AUM
- $5.07B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 16,832
- Non-discretionary accounts
- 0
- Total accounts
- 16,832
- AUM per client
- $301K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 9 | $12.5M |
| Charitable organizations | 4 | $7.2M |
| High net worth individuals | 304 | $501.3M |
| Pension and profit sharing plans | 1 | $6.2M |
| Individuals (other than high net worth individuals) | 16,514 | $4.55B |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11C2
- Q11C4
- Q11C5
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.