Data / Investment advisers / Oregon / Practice Financial Group
Practice Financial Group, Jacksonville, OR: $437 million AUM, SEC registered investment adviser
Practice Financial Group is an SEC registered investment adviser with its main office in Jacksonville, Oregon and reports $437 million in regulatory assets under management in its Form ADV filed July 31, 2026. Its clients include pension and profit sharing plans, high net worth individuals and individuals. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 289256
- SEC file number
- 801-117949
- SEC status
- Approved, effective January 9, 2020
- Legal name
- PFG Investments, LLC
- Main office
- 725 N. 5th Street Suite 200, Jacksonville, OR 97530
- Phone
- (541) 973-2602
- Website
- pfg-investments.com
- Regulatory AUM
- $436,767,591 in the Form ADV filed July 31, 2026
- Discretionary AUM
- $49,422,009
- Non discretionary AUM
- $387,345,582
- Accounts
- 1,984
- Employees
- 28, of which 7 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 5
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 31, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 236 | $285.4 million |
| High net worth individuals | 36 | $102.9 million |
| Individuals (other than high net worth individuals) | 202 | $48.5 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $436.8 million | March 5, 2026 |
| December 1, 2025 | $333.1 million | March 31, 2025 |
Other advisers in Oregon
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Blue Water Wealth | Portland | $472.8 million | Not listed | adviserinfo.sec.gov |
| Encompass Wealth Advisors, LLC | Portland | $472.8 million | Not listed | adviserinfo.sec.gov |
| True North Retirement Advisors, LLC | Clackamas | $460.9 million | Not listed | adviserinfo.sec.gov |
| Retirement Consulting Group, Inc. | Lake Oswego | $457 million | Not listed | adviserinfo.sec.gov |
| CWC Advisors, LLC | Lake Oswego | $445.3 million | 1 | adviserinfo.sec.gov |
| Silver Oak Advisory Group | Portland | $418.9 million | Not listed | adviserinfo.sec.gov |
| Zuna, LLC | Portland | $411.3 million | Not listed | adviserinfo.sec.gov |
| Range Financial Group, LLC | Tigard | $408.1 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Oregon
- Advisers with $100 million to $500 million in AUM
- Advisers serving pension and profit sharing plans
- Advisers serving high net worth individuals
- Practice Financial Group on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.