PACIFIC FINANCIAL GROUP,LLC
Legal name: PACIFIC FINANCIAL GROUP, LLC
CRD #143041 SEC #801-68318 NASHVILLE, TN 4254517722
SEC Registered
Total AUM
$3.8B
Discretionary
$3.8B
Employees
19
Clients
--
Accounts
18
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $3.8B | $3.8B | $0 | 19 | 0 |
| Nov 2025 | $3.8B | $3.8B | $0 | 19 | 0 |
| Sep 2025 | $3.8B | $3.8B | $0 | 19 | 0 |
| Jun 2025 | $3.8B | $3.8B | $0 | 19 | 0 |
| Mar 2025 | $3.8B | $3.8B | $0 | 19 | 0 |
| Oct 2024 | $3.1B | $3.1B | $0 | 20 | 0 |
| Jul 2024 | $3.1B | $3.1B | $0 | 20 | 0 |
| Apr 2024 | $3.1B | $3.1B | $0 | 0 | 0 |
| Aug 2023 | $2.6B | $2.6B | $0 | 13 | 0 |
| Mar 2023 | $2.6B | $2.6B | $0 | 13 | 0 |
| Aug 2022 | $2.7B | $2.7B | $0 | 13 | 0 |
| Aug 2022 | $2.7B | $2.7B | $0 | 13 | 0 |
| Jun 2022 | $2.6B | $2.6B | $0 | 14 | 0 |
| Mar 2022 | $2.6B | $2.6B | $0 | 14 | 0 |
| Aug 2021 | $2.5B | $2.5B | $0 | 20 | 0 |
| Aug 2021 | $2.5B | $2.5B | $0 | 20 | 0 |
| Mar 2021 | $2.5B | $2.5B | $0 | 20 | 0 |
| Mar 2020 | $2B | $2B | $0 | 20 | 0 |
| Mar 2019 | $2.3B | $2.3B | $0 | 60 | 0 |
| May 2018 | $2B | $2B | $0 | 14 | 1,277 |
| May 2018 | $2B | $2B | $0 | 14 | 1,277 |
| May 2018 | $2B | $2B | $0 | 14 | 1,277 |
| Apr 2018 | $2B | $2B | $0 | 14 | 1,277 |
| Mar 2018 | $2B | $2B | $0 | 14 | 1,277 |
| Mar 2018 | $2B | $2B | $0 | 14 | 1,277 |
| Sep 2017 | $267.1M | $267.1M | $0 | 14 | 1,500 |
| Sep 2017 | $364.2M | $273M | $91.2M | 8 | 1,500 |
| Apr 2017 | $364.2M | $273M | $91.2M | 8 | 1,500 |
| Mar 2017 | $364.2M | $273M | $91.2M | 2 | 1,500 |
| Dec 2016 | $394.1M | $394.1M | $0 | 11 | 2,200 |
| Aug 2016 | $394.1M | $394.1M | $0 | 11 | 2,200 |
| Mar 2016 | $394.1M | $394.1M | $0 | 11 | 2,200 |
| Jan 2016 | $510M | $510M | $0 | 11 | 2,500 |
| Dec 2015 | $510M | $510M | $0 | 11 | 2,500 |
| Jul 2015 | $510M | $510M | $0 | 11 | 2,500 |
| Jul 2015 | $510M | $510M | $0 | 11 | 2,500 |
| Mar 2015 | $510M | $510M | $0 | 11 | 2,500 |
| Aug 2014 | $522.6M | $522.6M | $0 | 13 | 2,500 |
| Feb 2014 | $522.6M | $522.6M | $0 | 18 | 2,500 |
| Nov 2013 | $372M | $372M | $0 | 11 | 800 |
| Jul 2013 | $372M | $372M | $0 | 11 | 800 |
| Mar 2013 | $372M | $372M | $0 | 11 | 800 |
| Mar 2013 | $249.3M | $249.3M | $0 | 11 | 800 |
| Jan 2013 | $249.3M | $249.3M | $0 | 11 | 800 |
| Jun 2012 | $249.3M | $249.3M | $0 | 6 | 800 |
| Mar 2012 | $249.3M | $249.3M | $0 | 6 | 800 |
| Mar 2011 | $164.5M | $164.5M | $0 | 10 | -- |
| Feb 2011 | $164.5M | $164.5M | $0 | 10 | -- |
| Oct 2010 | $164.5M | $164.5M | $0 | 10 | -- |
| Jun 2010 | $164.5M | $164.5M | $0 | 10 | -- |
| Mar 2010 | $164.5M | $164.5M | $0 | 10 | -- |
| Feb 2008 | $89M | $0 | $89M | 5 | -- |
| Jan 2008 | $33.7M | $0 | $33.7M | 5 | -- |
| Nov 2007 | $33.7M | $0 | $33.7M | 5 | -- |
| Sep 2007 | $33.7M | $0 | $33.7M | 5 | -- |
| Sep 2007 | $33.7M | $0 | $33.7M | 5 | -- |
DateDec 2025
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$0
Employees19
Clients0
DateNov 2025
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$0
Employees19
Clients0
DateSep 2025
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$0
Employees19
Clients0
DateJun 2025
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$0
Employees19
Clients0
DateMar 2025
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$0
Employees19
Clients0
DateOct 2024
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$0
Employees20
Clients0
DateJul 2024
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$0
Employees20
Clients0
DateApr 2024
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$0
Employees0
Clients0
DateAug 2023
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees13
Clients0
DateMar 2023
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees13
Clients0
DateAug 2022
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees13
Clients0
DateAug 2022
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees13
Clients0
DateJun 2022
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees14
Clients0
DateMar 2022
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees14
Clients0
DateAug 2021
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees20
Clients0
DateAug 2021
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees20
Clients0
DateMar 2021
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees20
Clients0
DateMar 2020
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees20
Clients0
DateMar 2019
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees60
Clients0
DateMay 2018
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees14
Clients1,277
DateMay 2018
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees14
Clients1,277
DateMay 2018
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees14
Clients1,277
DateApr 2018
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees14
Clients1,277
DateMar 2018
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees14
Clients1,277
DateMar 2018
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees14
Clients1,277
DateSep 2017
Total AUM$267.1M
Discretionary$267.1M
Non-Disc.$0
Employees14
Clients1,500
DateSep 2017
Total AUM$364.2M
Discretionary$273M
Non-Disc.$91.2M
Employees8
Clients1,500
DateApr 2017
Total AUM$364.2M
Discretionary$273M
Non-Disc.$91.2M
Employees8
Clients1,500
DateMar 2017
Total AUM$364.2M
Discretionary$273M
Non-Disc.$91.2M
Employees2
Clients1,500
DateDec 2016
Total AUM$394.1M
Discretionary$394.1M
Non-Disc.$0
Employees11
Clients2,200
DateAug 2016
Total AUM$394.1M
Discretionary$394.1M
Non-Disc.$0
Employees11
Clients2,200
DateMar 2016
Total AUM$394.1M
Discretionary$394.1M
Non-Disc.$0
Employees11
Clients2,200
DateJan 2016
Total AUM$510M
Discretionary$510M
Non-Disc.$0
Employees11
Clients2,500
DateDec 2015
Total AUM$510M
Discretionary$510M
Non-Disc.$0
Employees11
Clients2,500
DateJul 2015
Total AUM$510M
Discretionary$510M
Non-Disc.$0
Employees11
Clients2,500
DateJul 2015
Total AUM$510M
Discretionary$510M
Non-Disc.$0
Employees11
Clients2,500
DateMar 2015
Total AUM$510M
Discretionary$510M
Non-Disc.$0
Employees11
Clients2,500
DateAug 2014
Total AUM$522.6M
Discretionary$522.6M
Non-Disc.$0
Employees13
Clients2,500
DateFeb 2014
Total AUM$522.6M
Discretionary$522.6M
Non-Disc.$0
Employees18
Clients2,500
DateNov 2013
Total AUM$372M
Discretionary$372M
Non-Disc.$0
Employees11
Clients800
DateJul 2013
Total AUM$372M
Discretionary$372M
Non-Disc.$0
Employees11
Clients800
DateMar 2013
Total AUM$372M
Discretionary$372M
Non-Disc.$0
Employees11
Clients800
DateMar 2013
Total AUM$249.3M
Discretionary$249.3M
Non-Disc.$0
Employees11
Clients800
DateJan 2013
Total AUM$249.3M
Discretionary$249.3M
Non-Disc.$0
Employees11
Clients800
DateJun 2012
Total AUM$249.3M
Discretionary$249.3M
Non-Disc.$0
Employees6
Clients800
DateMar 2012
Total AUM$249.3M
Discretionary$249.3M
Non-Disc.$0
Employees6
Clients800
DateMar 2011
Total AUM$164.5M
Discretionary$164.5M
Non-Disc.$0
Employees10
Clients--
DateFeb 2011
Total AUM$164.5M
Discretionary$164.5M
Non-Disc.$0
Employees10
Clients--
DateOct 2010
Total AUM$164.5M
Discretionary$164.5M
Non-Disc.$0
Employees10
Clients--
DateJun 2010
Total AUM$164.5M
Discretionary$164.5M
Non-Disc.$0
Employees10
Clients--
DateMar 2010
Total AUM$164.5M
Discretionary$164.5M
Non-Disc.$0
Employees10
Clients--
DateFeb 2008
Total AUM$89M
Discretionary$0
Non-Disc.$89M
Employees5
Clients--
DateJan 2008
Total AUM$33.7M
Discretionary$0
Non-Disc.$33.7M
Employees5
Clients--
DateNov 2007
Total AUM$33.7M
Discretionary$0
Non-Disc.$33.7M
Employees5
Clients--
DateSep 2007
Total AUM$33.7M
Discretionary$0
Non-Disc.$33.7M
Employees5
Clients--
DateSep 2007
Total AUM$33.7M
Discretionary$0
Non-Disc.$33.7M
Employees5
Clients--