# PACIFIC FINANCIAL GROUP INC

PACIFIC FINANCIAL GROUP INC of NASHVILLE, TN is an SEC-registered investment adviser.

## Registration

- CRD: 105203
- Type: SEC-registered investment adviser
- SEC file number: 801-18151
- Location: 900 20TH AVENUE SOUTH, SUITE 500, NASHVILLE, TN, 37212
- Phone: 425-451-7722
- Latest filing: 2026-05-15
- Regulatory AUM: $5.1B
- Discretionary AUM: $5.1B
- Clients: 62
- Accounts: 16,832

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth

## Officers, owners & control persons (34)

_Showing 25 of 34 people._

| Name | Role | Location |
| --- | --- | --- |
| Megan Mcclendon Meade | MANAGER; MANAGING MEMBER; MANAGING MEMBER AND CHIEF EXECUTIVE OFFICER | — |
| Yvonne Jill Dildine | CHIEF FINANCIAL OFFICER | — |
| Nicholas Braun Scalzo | MANAGING MEMBER | — |
| Kristen Anne Richards | CHIEF COMPLIANCE OFFICER | — |
| Richard Reid Lavin | CHIEF LEGAL OFFICE; CHIEF LEGAL OFFICER (12/2025) AND CHIEF COMPLIANCE OFFICER (03/2026) | — |
| James Chris Mills | CHIEF EXECUTIVE OFFICER | — |
| Linda Jane Hoard | CHIEF COMPLIANCE OFFICER | — |
| MCCLENDON JAMES CARMICHAEL | CHIEF INVESTMENT OFFICER; MANAGER; MANAGING DIRECTOR/CEO (+5 more) | — |
| MCCLENDON JOAN ARLENE | SECRETARY | — |
| OLSEN TRUSTEE WILBUR F | STOCKHOLDER ONLY | — |
| MILLER HELEN METROKAS | STOCKHOLDER ONLY | — |
| MEADE MEGAN MCCLENDON | CEO; CEO/PRESIDENT; CHAIR (+7 more) | — |
| SCALZO NICHOLAS BRAUN | CO-CEO; CO-CEO AND MANAGING MEMBER; CO-CHAIR (+3 more) | — |
| SCALZO GAETAN THOMAS | MANAGING MEMBER | — |
| MILLS JAMES CHRIS | CHIEF EXECUTIVE OFFICER | — |
| LOCKWOOD LUELLEN HUBBARD | CFO/CHIEF COMPLIANCE OFFICER; CHIEF FINANCIAL OFFICER | — |
| DILDINE YVONNE JILL | CHIEF COMPLIANCE OFFICER; CHIEF FINANCIAL OFFICER; CORP VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| MCCLENDON MEGAN | VICE PRESIDENT | — |
| LUHAN JASON ERIC | CHIEF COMPLIANCE OFFICER | — |
| LAVIN RICHARD REID | CHIEF LEGAL OFFICER | — |
| BROWNFIELD JACOB | VP OF OPERATIONS | — |
| ENSTAD JENNIFER | CHIEF INVESTMENT OFFICER | — |
| TEMPLEMAN SYLVAIN DAVID | SVP, DIRECTOR OF OPERATIONS | — |
| Molloy James | CHIEF ADMINISTRATIVE OFFICER | — |
| PURCELL JENNIFER | CHIEF INVESTMENT OFFICER | — |


## Disclosures (10)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2024-08-09 | regulatory | THE SEC ALLEGED THAT THE PACIFIC FINANCIAL GROUP, INC. ("TPFG"), A REGISTERED INVESTMENT ADVISER, HAD ADVERTISED HYPOTHETICAL PERFORMANCE WITH RESPECT TO ITS INVESTMENT PRODUCTS ON ITS PUBLIC WEBSITE WITHOUT ADOPTING AND IMPLEMENTING APPROPRIATE POLICIES AND PROCEDURES AS REQUIRED UNDER SECTION 206(… | Final | $430K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/105203/brochure
- Similar advisers: https://search.stillhousedata.com/firm/105203/similar
- Related entities: https://search.stillhousedata.com/firm/105203/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/105203

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.