PF
PRACTICE FINANCIAL GROUP
SEC RegisteredJACKSONVILLE, ORhttps://pfg-investments.com(541) 973-2602
Assets Under Management
$100M–$500M
Employees
28
Office Locations
5 offices
Total Accounts
1984
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthCharitable OrganizationsState/Municipal
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 202 | $49M |
| High Net Worth Individuals | 36 | $103M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 236 | $285M |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
48 total clients reported on Form ADV.
Leadership
Spencer David Kenley
CHIEF COMPLIANCE OFFICER
Llc Williams Hold Co
HOLDING COMPANY / MAJORITY OWNER
Llc Millar Six
HOLDING COMPANY
Nathan Eldon Williams
OWNER
Ryan Paul Millar
OWNER
Chad K Rogers
OWNER
Nathan Eldon Williams
CHIEF EXECUTIVE OFFICER
Office locations
5 offices in 1 state
OR
JACKSONVILLEHQ
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
CRD number
#289256
SEC Number
801-117949
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee
| Asset tier | Annual rate |
|---|---|
| Up to $2,500,000 | 1.00% |
| From $2,500,001 to $5,000,000 | 0.75% |
| $5,000,001 and above | 0.50% |
Data as of March 5, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
pfg-investments.comPhone
(541) 973-2602Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. PRACTICE FINANCIAL GROUP has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.