Asset manager · Nashville, TN
Pacific Financial Group, LLC
Pacific Financial Group,llc · SEC-registered investment adviser · CRD 143041 · SEC 801-68318
At a glance
Pacific Financial Group, LLC is an SEC-registered investment adviser based in Nashville, Tennessee, with $4.7 billion in regulatory assets under management as of its Form ADV filed March 31, 2026. Its largest client group by assets is investment companies. By Form ADV it is a asset manager, ranked 711th of 3,218 asset managers and 2,195th of 17,210 SEC-registered advisers by assets.
Main office 425-451-7722tpfg.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $4.7B
- Rank among asset managers
- #711 of 3,218
- Rank among all SEC RIAs
- #2,195 of 17,210
- Rank in Tennessee
- #8 of 227
- Clients
- 17
- Accounts
- 17
- Discretionary
- 100% of AUM
- Employees
- 20
- Advisory staff
- 7
- Offices
- 1
Owners and executives on its Form ADV
- Yvonne J. DildineChief Financial Officer
- Megan M. MeadeManaging Member and Chief Executive Officer
- Richard R. LavinChief Legal Officer (12/2025) and Chief Compliance Officer (03/2026)
- David L. RossPresident
Custody and brokerage
Custodian
Pacific Financial Group, LLC’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Investment companies | 17 | $4.7B | 100% |
Disciplinary disclosures
Pacific Financial Group, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for investment companies
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗tpfg.com ↗
AtlasMembers
The full record on Pacific Financial Group, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 712 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Pacific Financial Group, LLC manage?
Pacific Financial Group, LLC reports $4.7 billion in regulatory assets under management across 17 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 31, 2026.
What kind of firm is Pacific Financial Group, LLC?
Pacific Financial Group, LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Pacific Financial Group, LLC’s clients?
By assets, its largest client types are investment companies ($4.7 billion, 17 clients).
Does Pacific Financial Group, LLC have any disciplinary history?
Pacific Financial Group, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Pacific Financial Group, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-31), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →