PACIFIC FINANCIAL GROUP INC
Legal name: THE PACIFIC FINANCIAL GROUP, INC.
CRD #105203 SEC #801-18151 NASHVILLE, TN 425 451-7722
SEC Registered
Total AUM
$4.1B
Discretionary
$4.1B
Employees
66
Clients
26
Accounts
18,959
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $4.1B | $4.1B | $15.9M | 66 | 111 |
| Nov 2025 | $4.1B | $4.1B | $15.9M | 66 | 111 |
| Sep 2025 | $4.1B | $4.1B | $15.9M | 66 | 111 |
| Jun 2025 | $4.1B | $4.1B | $15.9M | 66 | 111 |
| Mar 2025 | $4.1B | $4.1B | $15.9M | 66 | 111 |
| Mar 2025 | $4.1B | $4.1B | $15.9M | 66 | 111 |
| Mar 2025 | $4.1B | $4.1B | $15.9M | 66 | 111 |
| Oct 2024 | $3.7B | $3.7B | $52.9M | 67 | 400 |
| Sep 2024 | $3.7B | $3.7B | $52.9M | 67 | 400 |
| Mar 2024 | $3.7B | $3.7B | $52.9M | 67 | 400 |
| Apr 2023 | $3B | $2.9B | $148.1M | 85 | 894 |
| Mar 2023 | $3B | $2.9B | $148.1M | 85 | 894 |
| Mar 2023 | $3B | $2.9B | $148.1M | 85 | 894 |
| Nov 2022 | $3.3B | $3.1B | $150.5M | 3,469 | 894 |
| Aug 2022 | $3.3B | $3.1B | $150.5M | 3,469 | 894 |
| Aug 2022 | $3.3B | $3.1B | $150.5M | 3,469 | 894 |
| Jun 2022 | $3.9B | $3.7B | $189.8M | 59 | 894 |
| Jun 2022 | $3.9B | $3.7B | $189.8M | 59 | 894 |
| Mar 2022 | $3.9B | $3.7B | $189.8M | 59 | 894 |
| Nov 2021 | $3.2B | $3.2B | $6.9K | 60 | 427 |
| Aug 2021 | $3.2B | $3.2B | $6.9K | 60 | 427 |
| Aug 2021 | $3.2B | $3.2B | $6.9K | 60 | 427 |
| Jun 2021 | $3.2B | $3.2B | $6.9K | 60 | 427 |
| May 2021 | $3.2B | $3.2B | $6.9K | 60 | 427 |
| Mar 2021 | $3.2B | $3.2B | $6.9K | 60 | 427 |
| Jul 2020 | $2.3B | $2.3B | $0 | 60 | 427 |
| Jun 2020 | $2.3B | $2.3B | $0 | 60 | 427 |
| May 2020 | $2.3B | $2.3B | $0 | 60 | 427 |
| Mar 2020 | $2.3B | $2.3B | $0 | 60 | 427 |
| Oct 2019 | $2.6B | $2.5B | $24M | 60 | 257 |
| Mar 2019 | $2.6B | $2.5B | $24M | 60 | 257 |
| Oct 2018 | $2.6B | $2.5B | $27.6M | 60 | 230 |
| Oct 2018 | $2.6B | $2.5B | $27.6M | 60 | 230 |
| May 2018 | $2.3B | $2.3B | $42.4M | 57 | 16,169 |
| May 2018 | $2.3B | $2.3B | $42.4M | 57 | 16,169 |
| May 2018 | $2.3B | $2.3B | $42.4M | 57 | 16,169 |
| Mar 2018 | $2.3B | $2.3B | $42.4M | 57 | 16,169 |
| Oct 2017 | $2.1B | $2B | $57.9M | 54 | 11,268 |
| Sep 2017 | $2.1B | $2B | $57.9M | 54 | 13,500 |
| Jan 2017 | $1.8B | $1.7B | $54M | 42 | 13,500 |
| Jan 2017 | $1.8B | $1.7B | $54M | 42 | 13,500 |
| Jan 2017 | $1.8B | $1.7B | $54M | 42 | 13,500 |
| Jul 2016 | $1.4B | $1.4B | $53.9M | 39 | 11,400 |
| Jul 2016 | $1.4B | $1.4B | $53.9M | 39 | 11,400 |
| Apr 2016 | $1.4B | $1.4B | $53.9M | 39 | 11,400 |
| Mar 2016 | $1.4B | $1.4B | $53.9M | 39 | 11,400 |
| Jan 2016 | $1.4B | $1.4B | $53.9M | 39 | 11,400 |
| Oct 2015 | $1.1B | $1.1B | $15.9M | 34 | 9,100 |
| Mar 2015 | $1.1B | $1.1B | $15.9M | 34 | 9,100 |
| Feb 2015 | $1.1B | $1.1B | $15.9M | 34 | 9,100 |
| Nov 2014 | $1B | $1B | $15.2M | 34 | 8,600 |
| Sep 2014 | $1B | $1B | $15.2M | 34 | 8,600 |
| Jul 2014 | $839M | $825.4M | $13.6M | 29 | 5,883 |
| Jul 2014 | $839M | $825.4M | $13.6M | 29 | 5,883 |
| May 2014 | $839M | $825.4M | $13.6M | 29 | 5,883 |
| Apr 2014 | $839M | $825.4M | $13.6M | 29 | 5,883 |
| Feb 2014 | $839M | $825.4M | $13.6M | 29 | 5,883 |
| Jul 2013 | $565.8M | $558M | $7.9M | 28 | 4,200 |
| Jul 2013 | $565.8M | $558M | $7.9M | 28 | 4,200 |
| Jun 2013 | $565.8M | $558M | $7.9M | 28 | 4,200 |
| May 2013 | $565.8M | $558M | $7.9M | 28 | 4,200 |
| May 2013 | $565.8M | $558M | $7.9M | 28 | 4,200 |
| Feb 2013 | $565.8M | $558M | $7.9M | 28 | 4,200 |
| Oct 2012 | $446M | $433.3M | $12.7M | 11 | 3,800 |
| Aug 2012 | $446M | $433.3M | $12.7M | 11 | 3,800 |
| Jun 2012 | $446M | $433.3M | $12.7M | 11 | 3,800 |
| Mar 2012 | $446M | $433.3M | $12.7M | 11 | 3,800 |
| Jan 2012 | $446M | $433.3M | $12.7M | 11 | 3,800 |
| Jun 2011 | $400.6M | $391.7M | $9M | -- | -- |
| Jun 2011 | $400.6M | $391.7M | $9M | -- | -- |
| Apr 2011 | $400.6M | $391.7M | $9M | -- | -- |
| Mar 2011 | $400.6M | $391.7M | $9M | -- | -- |
| Feb 2011 | $400.6M | $391.7M | $9M | -- | -- |
| Sep 2010 | $325.8M | $325.8M | $0 | -- | -- |
| Jun 2010 | $325.8M | $325.8M | $0 | -- | -- |
| Jun 2010 | $325.8M | $325.8M | $0 | -- | -- |
| May 2010 | $325.8M | $325.8M | $0 | -- | -- |
| Apr 2010 | $325.8M | $325.8M | $0 | -- | -- |
| Mar 2008 | $315.6M | $315.6M | $0 | -- | -- |
| Mar 2008 | $315.6M | $315.6M | $0 | -- | -- |
| Sep 2007 | $282.3M | $282.3M | $0 | -- | -- |
| Aug 2007 | $282.3M | $282.3M | $0 | -- | -- |
| Mar 2007 | $282.3M | $282.3M | $0 | -- | -- |
| Feb 2007 | $282.3M | $282.3M | $0 | -- | -- |
| Jan 2007 | $273.3M | $273.3M | $0 | -- | -- |
| Dec 2005 | $263.3M | $263.3M | $0 | -- | -- |
| Nov 2005 | $263.3M | $263.3M | $0 | -- | -- |
| Sep 2005 | $263.3M | $263.3M | $0 | -- | -- |
| Aug 2004 | $244.7M | $244.7M | $0 | -- | -- |
| May 2004 | $244.7M | $244.7M | $0 | -- | -- |
| Mar 2004 | $244.7M | $244.7M | $0 | -- | -- |
| Jan 2004 | $213.3M | $213.3M | $0 | -- | -- |
| Oct 2003 | $213.3M | $213.3M | $0 | -- | -- |
| Mar 2002 | $260.2M | $260.2M | $0 | -- | -- |
| May 2001 | $333.1M | $333.1M | $0 | -- | -- |
DateDec 2025
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$15.9M
Employees66
Clients111
DateNov 2025
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$15.9M
Employees66
Clients111
DateSep 2025
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$15.9M
Employees66
Clients111
DateJun 2025
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$15.9M
Employees66
Clients111
DateMar 2025
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$15.9M
Employees66
Clients111
DateMar 2025
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$15.9M
Employees66
Clients111
DateMar 2025
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$15.9M
Employees66
Clients111
DateOct 2024
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$52.9M
Employees67
Clients400
DateSep 2024
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$52.9M
Employees67
Clients400
DateMar 2024
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$52.9M
Employees67
Clients400
DateApr 2023
Total AUM$3B
Discretionary$2.9B
Non-Disc.$148.1M
Employees85
Clients894
DateMar 2023
Total AUM$3B
Discretionary$2.9B
Non-Disc.$148.1M
Employees85
Clients894
DateMar 2023
Total AUM$3B
Discretionary$2.9B
Non-Disc.$148.1M
Employees85
Clients894
DateNov 2022
Total AUM$3.3B
Discretionary$3.1B
Non-Disc.$150.5M
Employees3,469
Clients894
DateAug 2022
Total AUM$3.3B
Discretionary$3.1B
Non-Disc.$150.5M
Employees3,469
Clients894
DateAug 2022
Total AUM$3.3B
Discretionary$3.1B
Non-Disc.$150.5M
Employees3,469
Clients894
DateJun 2022
Total AUM$3.9B
Discretionary$3.7B
Non-Disc.$189.8M
Employees59
Clients894
DateJun 2022
Total AUM$3.9B
Discretionary$3.7B
Non-Disc.$189.8M
Employees59
Clients894
DateMar 2022
Total AUM$3.9B
Discretionary$3.7B
Non-Disc.$189.8M
Employees59
Clients894
DateNov 2021
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$6.9K
Employees60
Clients427
DateAug 2021
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$6.9K
Employees60
Clients427
DateAug 2021
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$6.9K
Employees60
Clients427
DateJun 2021
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$6.9K
Employees60
Clients427
DateMay 2021
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$6.9K
Employees60
Clients427
DateMar 2021
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$6.9K
Employees60
Clients427
DateJul 2020
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees60
Clients427
DateJun 2020
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees60
Clients427
DateMay 2020
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees60
Clients427
DateMar 2020
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees60
Clients427
DateOct 2019
Total AUM$2.6B
Discretionary$2.5B
Non-Disc.$24M
Employees60
Clients257
DateMar 2019
Total AUM$2.6B
Discretionary$2.5B
Non-Disc.$24M
Employees60
Clients257
DateOct 2018
Total AUM$2.6B
Discretionary$2.5B
Non-Disc.$27.6M
Employees60
Clients230
DateOct 2018
Total AUM$2.6B
Discretionary$2.5B
Non-Disc.$27.6M
Employees60
Clients230
DateMay 2018
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$42.4M
Employees57
Clients16,169
DateMay 2018
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$42.4M
Employees57
Clients16,169
DateMay 2018
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$42.4M
Employees57
Clients16,169
DateMar 2018
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$42.4M
Employees57
Clients16,169
DateOct 2017
Total AUM$2.1B
Discretionary$2B
Non-Disc.$57.9M
Employees54
Clients11,268
DateSep 2017
Total AUM$2.1B
Discretionary$2B
Non-Disc.$57.9M
Employees54
Clients13,500
DateJan 2017
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$54M
Employees42
Clients13,500
DateJan 2017
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$54M
Employees42
Clients13,500
DateJan 2017
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$54M
Employees42
Clients13,500
DateJul 2016
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$53.9M
Employees39
Clients11,400
DateJul 2016
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$53.9M
Employees39
Clients11,400
DateApr 2016
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$53.9M
Employees39
Clients11,400
DateMar 2016
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$53.9M
Employees39
Clients11,400
DateJan 2016
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$53.9M
Employees39
Clients11,400
DateOct 2015
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$15.9M
Employees34
Clients9,100
DateMar 2015
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$15.9M
Employees34
Clients9,100
DateFeb 2015
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$15.9M
Employees34
Clients9,100
DateNov 2014
Total AUM$1B
Discretionary$1B
Non-Disc.$15.2M
Employees34
Clients8,600
DateSep 2014
Total AUM$1B
Discretionary$1B
Non-Disc.$15.2M
Employees34
Clients8,600
DateJul 2014
Total AUM$839M
Discretionary$825.4M
Non-Disc.$13.6M
Employees29
Clients5,883
DateJul 2014
Total AUM$839M
Discretionary$825.4M
Non-Disc.$13.6M
Employees29
Clients5,883
DateMay 2014
Total AUM$839M
Discretionary$825.4M
Non-Disc.$13.6M
Employees29
Clients5,883
DateApr 2014
Total AUM$839M
Discretionary$825.4M
Non-Disc.$13.6M
Employees29
Clients5,883
DateFeb 2014
Total AUM$839M
Discretionary$825.4M
Non-Disc.$13.6M
Employees29
Clients5,883
DateJul 2013
Total AUM$565.8M
Discretionary$558M
Non-Disc.$7.9M
Employees28
Clients4,200
DateJul 2013
Total AUM$565.8M
Discretionary$558M
Non-Disc.$7.9M
Employees28
Clients4,200
DateJun 2013
Total AUM$565.8M
Discretionary$558M
Non-Disc.$7.9M
Employees28
Clients4,200
DateMay 2013
Total AUM$565.8M
Discretionary$558M
Non-Disc.$7.9M
Employees28
Clients4,200
DateMay 2013
Total AUM$565.8M
Discretionary$558M
Non-Disc.$7.9M
Employees28
Clients4,200
DateFeb 2013
Total AUM$565.8M
Discretionary$558M
Non-Disc.$7.9M
Employees28
Clients4,200
DateOct 2012
Total AUM$446M
Discretionary$433.3M
Non-Disc.$12.7M
Employees11
Clients3,800
DateAug 2012
Total AUM$446M
Discretionary$433.3M
Non-Disc.$12.7M
Employees11
Clients3,800
DateJun 2012
Total AUM$446M
Discretionary$433.3M
Non-Disc.$12.7M
Employees11
Clients3,800
DateMar 2012
Total AUM$446M
Discretionary$433.3M
Non-Disc.$12.7M
Employees11
Clients3,800
DateJan 2012
Total AUM$446M
Discretionary$433.3M
Non-Disc.$12.7M
Employees11
Clients3,800
DateJun 2011
Total AUM$400.6M
Discretionary$391.7M
Non-Disc.$9M
Employees--
Clients--
DateJun 2011
Total AUM$400.6M
Discretionary$391.7M
Non-Disc.$9M
Employees--
Clients--
DateApr 2011
Total AUM$400.6M
Discretionary$391.7M
Non-Disc.$9M
Employees--
Clients--
DateMar 2011
Total AUM$400.6M
Discretionary$391.7M
Non-Disc.$9M
Employees--
Clients--
DateFeb 2011
Total AUM$400.6M
Discretionary$391.7M
Non-Disc.$9M
Employees--
Clients--
DateSep 2010
Total AUM$325.8M
Discretionary$325.8M
Non-Disc.$0
Employees--
Clients--
DateJun 2010
Total AUM$325.8M
Discretionary$325.8M
Non-Disc.$0
Employees--
Clients--
DateJun 2010
Total AUM$325.8M
Discretionary$325.8M
Non-Disc.$0
Employees--
Clients--
DateMay 2010
Total AUM$325.8M
Discretionary$325.8M
Non-Disc.$0
Employees--
Clients--
DateApr 2010
Total AUM$325.8M
Discretionary$325.8M
Non-Disc.$0
Employees--
Clients--
DateMar 2008
Total AUM$315.6M
Discretionary$315.6M
Non-Disc.$0
Employees--
Clients--
DateMar 2008
Total AUM$315.6M
Discretionary$315.6M
Non-Disc.$0
Employees--
Clients--
DateSep 2007
Total AUM$282.3M
Discretionary$282.3M
Non-Disc.$0
Employees--
Clients--
DateAug 2007
Total AUM$282.3M
Discretionary$282.3M
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$282.3M
Discretionary$282.3M
Non-Disc.$0
Employees--
Clients--
DateFeb 2007
Total AUM$282.3M
Discretionary$282.3M
Non-Disc.$0
Employees--
Clients--
DateJan 2007
Total AUM$273.3M
Discretionary$273.3M
Non-Disc.$0
Employees--
Clients--
DateDec 2005
Total AUM$263.3M
Discretionary$263.3M
Non-Disc.$0
Employees--
Clients--
DateNov 2005
Total AUM$263.3M
Discretionary$263.3M
Non-Disc.$0
Employees--
Clients--
DateSep 2005
Total AUM$263.3M
Discretionary$263.3M
Non-Disc.$0
Employees--
Clients--
DateAug 2004
Total AUM$244.7M
Discretionary$244.7M
Non-Disc.$0
Employees--
Clients--
DateMay 2004
Total AUM$244.7M
Discretionary$244.7M
Non-Disc.$0
Employees--
Clients--
DateMar 2004
Total AUM$244.7M
Discretionary$244.7M
Non-Disc.$0
Employees--
Clients--
DateJan 2004
Total AUM$213.3M
Discretionary$213.3M
Non-Disc.$0
Employees--
Clients--
DateOct 2003
Total AUM$213.3M
Discretionary$213.3M
Non-Disc.$0
Employees--
Clients--
DateMar 2002
Total AUM$260.2M
Discretionary$260.2M
Non-Disc.$0
Employees--
Clients--
DateMay 2001
Total AUM$333.1M
Discretionary$333.1M
Non-Disc.$0
Employees--
Clients--