Investment adviser · CRD 105203
THE PACIFIC FINANCIAL GROUP, INC.
Investment adviser filing (IA)
PACIFIC FINANCIAL GROUP INC
NASHVILLE, TN, United States · Form ADV filed May 15, 2026
- Regulatory AUM
- $5.07B Form ADV · Item 5.F
- Client accounts
- 16,832 Accounts, not individual clients
- Employees
- 62 Reported in this filing
- Advisory professionals
- 20 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 | 16,514 | $4,546,143,895 | 89.6% |
| High-net-worth individuals | 304 | $501,261,624 | 9.9% |
| Corporations & businesses | 9 | $12,531,058 | 0.2% |
| Charities | 4 | $7,174,949 | 0.1% |
| Retirement plans | 1 | $6,175,544 | 0.1% |
Filing source
Form ADV 2102564 · May 15, 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: May 15, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets
Principal office
900 20TH AVENUE SOUTH, SUITE 500NASHVILLE, TN, 37212, United States
CRD 105203
Filing source
Form ADV 2102564 · May 15, 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.