Pacific Financial Group,Llc
- Regulatory AUM
- $4.7B
- Discretionary
- $4.7B
- Clients
- 17
- Avg AUM / client
- $276M
- Accounts
- 17
- Employees
- 20
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 17 | $4.7B | 100.0% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Sycr 401(k) Profit Sharing Plan Stradling Yocca Carlson & Rauth Llp | 2024 | |
| United Airlines Pilot Retirement Account Plan United Airlines, Inc. | 2024 |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Dildine, Yvonne, Jill | Chief Financial Officer | Jan 2017 (10y) | Less than 5% | |
| Megan Mcclendon Meade | Managing Member | Sep 2017 (9y) | ≈ 37.5% – 75% via Pacific Holdings, Llc | |
| Hoard, Linda, Jane | Chief Compliance Officer | Mar 2024 (2y) | Less than 5% | |
| Mills, James, Chris | Chief Executive Officer | Mar 2024 (2y) | Less than 5% | |
| Scalzo, Nicholas, Braun | Managing Member | Mar 2024 (2y) | Less than 5% | |
| Kaimele Kelley Searles | Registered representative | Jul 2019 (7y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Pacific Holdings, Llc | Shareholder | Sep 2017 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Megan Mcclendon Meade: 50% – 75% of Pacific Holdings, Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Sycr 401(k) Profit Sharing Plan | Stradling Yocca Carlson & Rauth Llp | 136 | $112M | 01/01/2024 |
| United Airlines Pilot Retirement Account Plan | United Airlines, Inc. | 17,444 | $16.8B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.02 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for investment companies
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗