{
  "crd_number": 107314,
  "slug": "premier-financial-group-inc-eureka-ca-107314",
  "primary_business_name": "PREMIER FINANCIAL GROUP INC",
  "legal_name": "PREMIER FINANCIAL GROUP INC",
  "dbas": [],
  "city": "Eureka",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "21700",
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1991-01-10",
  "years_registered": 35,
  "period": "2026-10-01",
  "filing_date": "2026-03-02",
  "carried_forward": false,
  "raum_total": 819918431.0,
  "raum_discretionary": 697540912.0,
  "raum_non_discretionary": 122377519.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 17,
  "advisory_employees": 12,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 37455899.0,
      "count": 5
    },
    "individuals": {
      "raum": 476391042.0,
      "count": 530
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 154757666.0,
      "count": 35
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 144883095.0,
      "count": 16
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 6430729.0,
      "count": 7
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "pension_consulting",
    "periodicals_newsletters",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CO",
    "OR",
    "TX",
    "WA"
  ],
  "websites": [
    "https://facebook.com/PREMIER.FINANCIAL.GROUP.PFG",
    "https://instagram.com/premierfinancialgroupinc",
    "https://linkedin.com/COMPANY/PREMIER-FINANCIAL-GROUP",
    "https://premierfinancial.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/107314",
  "city_as_filed": "EUREKA",
  "url": "https://advisorcensus.com/firm/premier-financial-group-inc-eureka-ca-107314",
  "display_name": "Premier Financial Group Inc",
  "summary": "Premier Financial Group Inc is an SEC-registered investment advisory firm in Eureka, CA, registered since 1991, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 2, 2026.",
  "citation": "AdvisorCensus. Premier Financial Group Inc (CRD 107314): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Publication of periodicals or newsletters",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Premier Financial Group Inc compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Premier Financial Group Inc reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Premier Financial Group Inc located?",
      "a": "Premier Financial Group Inc's principal office is in Eureka, CA, according to its Form ADV."
    },
    {
      "q": "Is Premier Financial Group Inc registered with the SEC or a state?",
      "a": "Premier Financial Group Inc is an SEC-registered investment advisory firm, registered since 1991. Status as filed: Approved. CRD 107314."
    },
    {
      "q": "How much does Premier Financial Group Inc manage?",
      "a": "Premier Financial Group Inc reports $819,918,431 in regulatory assets under management in its Form ADV filing dated March 2, 2026 (85% discretionary)."
    },
    {
      "q": "How have Premier Financial Group Inc's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Premier Financial Group Inc: Regulatory assets under management: $596,647,569 in the October 2021 data and $819,918,431 in the October 2026 data, up 37%. Total employees: 16 in October 2021 and 17 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Premier Financial Group Inc serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (530); pension and profit sharing plans (but not the plan participants or government pension plans) (35); high net worth individuals (16)."
    },
    {
      "q": "Does Premier Financial Group Inc report any disciplinary disclosures?",
      "a": "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/107314"
    },
    {
      "q": "What changed in Premier Financial Group Inc's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 11 to 12. Regulatory assets under management went from $721,361,477 to $819,918,431 (+14%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 596647569.0,
      "total_employees": 16,
      "filing_date": "2021-09-02"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 757308397.0,
      "total_employees": 16,
      "filing_date": "2022-03-11"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 632047264.0,
      "total_employees": 17,
      "filing_date": "2023-04-27"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 672388931.0,
      "total_employees": 17,
      "filing_date": "2024-08-02"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 721361477.0,
      "total_employees": 17,
      "filing_date": "2025-03-18"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 819918431.0,
      "total_employees": 17,
      "filing_date": "2026-03-02"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 11 to 12.",
        "Regulatory assets under management went from $721,361,477 to $819,918,431 (+14%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/premier-financial-group-inc-eureka-ca-107314.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 530,
      "fewer_than_5": false,
      "raum": 476391042.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 16,
      "fewer_than_5": false,
      "raum": 144883095.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 35,
      "fewer_than_5": false,
      "raum": 154757666.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 5,
      "fewer_than_5": false,
      "raum": 37455899.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 7,
      "fewer_than_5": false,
      "raum": 6430729.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/107314",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}