Investment adviser · CRD 10111
PRIMERICA ADVISORS
Investment adviser filing (IA)
PFS INVESTMENTS INC.
DULUTH, GA, United States · Form ADV filed Sep 8, 2026
- Regulatory AUM
- $15.5B Form ADV · Item 5.F
- Client accounts
- 89,813 Accounts, not individual clients
- Employees
- 3,992 Reported in this filing
- Advisory professionals
- 3,959 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 65,489 | $12,214,100,671 | 78.6% |
| High-net-worth individuals | 2,097 | $3,203,385,734 | 20.6% |
| Corporations & businesses | 166 | $90,570,747 | 0.6% |
| Charities | 64 | $28,042,382 | 0.2% |
Filing source
Form ADV 2130735 · Sep 8, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 8, 2026. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets
Principal office
1 PRIMERICA PARKWAYDULUTH, GA, 30099-0001, United States
CRD 10111
Filing source
Form ADV 2130735 · Sep 8, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.