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PRACTICE FINANCIAL GROUP
Legal name: PFG INVESTMENTS, LLC
CRD 289256File 801-117949
APPROVED
Retail clients
Custody
Filing as of Jul 31, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 25 | 28 | increased by3 |
| Apr 1, 2026 | Clients | 435 | 474 | increased by39 |
| Apr 1, 2026 | AUM | $333,140,032 | $436,767,591 | increased by$103,627,559 |
| Apr 1, 2026 | Accounts | 1,504 | 1,984 | increased by480 |
| Feb 1, 2026 | Employees | 24 | 25 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 13 | 24 | increased by11 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 367 | 435 | increased by68 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $219,552,396 | $333,140,032 | increased by$113,587,636 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,094 | 1,504 | increased by410 |
| Apr 1, 2022 | Employees | 11 | 13 | increased by2 |
| Apr 1, 2022 | Clients | 196 | 367 | increased by171 |
| Apr 1, 2022 | AUM | $154,278,618 | $219,552,396 | increased by$65,273,778 |
| Apr 1, 2022 | Accounts | 916 | 1,094 | increased by178 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PRACTICE FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PRACTICE FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
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.