THE PACIFIC FINANCIAL GROUP, INC.
Firm details
- Headquarters
- NASHVILLE, Tennessee
- CRD number
- 105203
- Registered since
- January 10, 1983
- Website
- www.tpfg.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC., PERSHING LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals89.61%
- HNWI9.88%
- Corporations / Businesses0.25%
- Charitable Organizations0.14%
- Pension & Profit Sharing Plans0.12%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
The Pacific Financial Group, Inc. is an independent registered investment adviser organized as a corporation and registered with the SEC since 1983. The firm serves individual and family clients alongside institutional relationships, with advisory work focused on financial planning and discretionary portfolio management for individuals and small businesses. Compensation is primarily a percentage-of-assets-under-management fee. The firm does not identify as an active ESG investor and does not act as a capital allocator; it relies on external managers where it uses third‑party alternative vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds95%
- Other5%
Owners & executives
3 of 3RICHARD LAVIN
Chief Legal Officer & Chief Compliance OfficerCRD 6318973
YVONNE DILDINE
Corporate Vice President & Chief Financial OfficerCRD 5758161
MEGAN MEADE
CEOCRD 2338601
Contacts
3 of 14RICHARD OLSEN
Assistant Vice PresidentCRD 5814794
JAMES MCCLENDON
PresidentCRD 1134177
CHARLES KENNEDY
Vice PresidentCRD 2799039
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 94Active vs passive
$198M in ETFs
89%
$176M
9%
$22M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $21M | 32,104 | 10.60% |
Location
NASHVILLE, TN
DAVIDSON
Location
NASHVILLE, TN
Headquartered in NASHVILLE, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.
- Metro area
- Nashville-Davidson--Murfreesboro, TN
- Region
- South
- County
- DAVIDSON
- Address
- 900 20th Ave S
- Time zone
- CT (UTC-6)
- Office locations
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