# Premier Financial Group Inc

> 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.

- CRD: 107314
- Filed as: PREMIER FINANCIAL GROUP INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Eureka, CA
- Filing period: October 2026
- Form ADV filing dated: March 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/107314
- AdvisorCensus page: https://advisorcensus.com/firm/premier-financial-group-inc-eureka-ca-107314

## Quick answers

**How is Premier Financial Group Inc compensated?**
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.

**Where is Premier Financial Group Inc located?**
Premier Financial Group Inc's principal office is in Eureka, CA, according to its Form ADV.

**Is Premier Financial Group Inc registered with the SEC or a state?**
Premier Financial Group Inc is an SEC-registered investment advisory firm, registered since 1991. Status as filed: Approved. CRD 107314.

**How much does Premier Financial Group Inc manage?**
Premier Financial Group Inc reports $819,918,431 in regulatory assets under management in its Form ADV filing dated March 2, 2026 (85% discretionary).

**How have Premier Financial Group Inc's assets and staff changed since 2021?**
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.

**What types of clients does Premier Financial Group Inc serve?**
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).

**Does Premier Financial Group Inc 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/107314

**What changed in Premier Financial Group Inc's recent Form ADV filings?**
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%).

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $819,918,431
- Discretionary: $697,540,912
- Non-discretionary: $122,377,519

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 530 | $476,391,042 |
| High net worth individuals | 16 | $144,883,095 |
| 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) | 35 | $154,757,666 |
| Charitable organizations | 5 | $37,455,899 |
| 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 | 7 | $6,430,729 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 1991 (35 years)
- Employees: 17 total, 12 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, CO, OR, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- premierfinancial.com
- Facebook @PREMIER.FINANCIAL.GROUP.PFG
- Instagram @premierfinancialgroupinc
- LinkedIn @PREMIER-FINANCIAL-GROUP

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $596,647,569 | 16 | September 2, 2021 |
| October 2022 | $757,308,397 | 16 | March 11, 2022 |
| October 2023 | $632,047,264 | 17 | April 27, 2023 |
| October 2024 | $672,388,931 | 17 | August 2, 2024 |
| October 2025 | $721,361,477 | 17 | March 18, 2025 |
| October 2026 | $819,918,431 | 17 | March 2, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 11 to 12.
- Regulatory assets under management went from $721,361,477 to $819,918,431 (+14%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Premier Financial Group Inc (CRD 107314): Form ADV filing data as of October 2026.