Pacific Financial Group, LLC

Overview

Pacific Financial Group, LLC is an SEC registered investment adviser based in Nashville, TN, registered since 2007. It reports $4.7B in assets under management across 17 accounts, with 20 employees. It has 1 investment adviser representatives.

Reported AUM

$4.7B

Discretionary

100%

Accounts

17

Average account

$276M

Employees

20

Advisory reps

1

Registered since

2007

Jurisdictions

3

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Management for Investment Companies

Client types

• Investment Companies

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 1 of 1

• Kaimele Kelley Searles Investment Adviser Rep CRD 2938755

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 3 jurisdictions
• Website: tpfg.com

Every state, with registration dates

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