← Directory
PRACTICE FINANCIAL GROUP
Legal name: PFG INVESTMENTS, LLC
CRD 289256File 801-117949
APPROVED
Retail clients
Custody
Filing as of Jul 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$436.8M
Below cohort median (national)
Discretionary AUM
$49.4M
Non-discretionary $387.3M
Clients
474
1,984 accounts
Employees
28
Above cohort median in OR
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jan 9, 2020
- Principal office
- 725 N. 5TH STREET, SUITE 200, JACKSONVILLE, OR, 97530
- Phone
- (541) 973-2602
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $436.8M
- Discretionary AUM
- $49.4M
- Non-discretionary AUM
- $387.3M
- Discretionary accounts
- 715
- Non-discretionary accounts
- 1,269
- Total accounts
- 1,984
- AUM per client
- $921K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 36 | $102.9M |
| Pension and profit sharing plans | 236 | $285.4M |
| Individuals (other than high net worth individuals) | 202 | $48.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- 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
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
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.