# Practice Financial Group

> Practice Financial Group is an SEC-registered investment advisory firm in Jacksonville, OR, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 31, 2026.

- CRD: 289256
- Filed as: PRACTICE FINANCIAL GROUP
- Legal name: PFG Investments, LLC
- Also doing business as: PRACTICE FINANCIAL GROUP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Jacksonville, OR
- Filing period: October 2026
- Form ADV filing dated: July 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/289256
- AdvisorCensus page: https://advisorcensus.com/firm/practice-financial-group-jacksonville-or-289256

## Quick answers

**How is Practice Financial Group compensated?**
On its Form ADV (Item 5.E, October 2026), Practice Financial Group reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Practice Financial Group located?**
Practice Financial Group's principal office is in Jacksonville, OR, according to its Form ADV.

**Is Practice Financial Group registered with the SEC or a state?**
Practice Financial Group is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 289256.

**How much does Practice Financial Group manage?**
Practice Financial Group reports $436,767,591 in regulatory assets under management in its Form ADV filing dated July 31, 2026 (11% discretionary).

**How have Practice Financial Group's assets and staff changed since 2021?**
In the Form ADV data for Practice Financial Group: Regulatory assets under management: $154,278,618 in the October 2021 data and $436,767,591 in the October 2026 data, up 183%. Total employees: 11 in October 2021 and 28 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Practice Financial Group serve?**
By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (236); individuals (other than high net worth individuals) (202); high net worth individuals (36).

**Which custodians does Practice Financial Group use?**
Practice Financial Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Matrix Trust Company as custodians holding 10% or more of its separately managed account assets.

**Does Practice Financial Group report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/289256

**What changed in Practice Financial Group's recent Form ADV filings?**
In the August 2026 filing data: Employees performing advisory functions went from 8 to 7. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Matrix Trust Company

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $436,767,591
- Discretionary: $49,422,009
- Non-discretionary: $387,345,582

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 202 | $48,520,600 |
| High net worth individuals | 36 | $102,855,949 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 236 | $285,391,042 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2020 (6 years)
- Employees: 28 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, AZ, CA, CO, GA, ID, KS, LA, MA, MT, NE, NM, NV, OR, SC, TX, UT, VA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- pfg-investments.com
- practicefinancialgroup.com
- YouTube @pfginvestments

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $154,278,618 | 11 | June 18, 2021 |
| October 2022 | $219,552,396 | 13 | June 22, 2022 |
| October 2023 | $232,855,469 | 12 | September 19, 2023 |
| October 2024 | $295,419,248 | 23 | September 11, 2024 |
| October 2025 | $333,140,032 | 24 | March 31, 2025 |
| October 2026 | $436,767,591 | 28 | July 31, 2026 |

Regulatory assets under management: $154,278,618 in the October 2021 data and $436,767,591 in the October 2026 data, up 183%.
Total employees: 11 in October 2021 and 28 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Employees performing advisory functions went from 8 to 7.
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Regulatory assets under management went from $333,140,032 to $436,767,591 (+31%).

### February 2026
- Employees performing advisory functions went from 7 to 8.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Practice Financial Group (CRD 289256): Form ADV filing data as of October 2026.