The Pacific Financial Group, Inc.

Overview

The Pacific Financial Group, Inc. is an SEC registered investment adviser based in Nashville, TN, registered since 1983. It reports $5.1B in assets under management across 16,832 accounts, with 62 employees. It has 13 investment adviser representatives.

Reported AUM

$5.1B

Discretionary

100%

Accounts

16,832

Average account

$301K

Employees

62

Advisory reps

13

Registered since

1983

Jurisdictions

52

As reported in the firm's May 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Percentage of Assets

Executive officers 3 of 4

• Megan McClendon Meade Managing Member, Chief Executive Officer CRD 2338601
• David Lincoln Ross President CRD 2991610
• Richard Reid Lavin Chief Legal Officer, Chief Compliance Officer CRD 6318973

1 more executive officer, with direct contact details

Advisory reps 3 of 13

• Aaron Jacob Chow Investment Adviser Rep CRD 2833796
• Travis Christian Edington Investment Adviser Rep CRD 6195676
• Alex Roberto Hidalgo Investment Adviser Rep CRD 6643111

10 more advisory reps, with emails, phones and branch locations

Location

Headquarters

900 20th Ave S Ste 500
Nashville, TN 37212

County

Davidson

Metro area

Nashville-Davidson--Murfreesboro--Franklin, TN

Region

South

Registrations

• SEC registered
• Registered in 52 jurisdictions
• Website: tpfg.com

Every state, with registration dates

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