Practice Financial Group
Practice Financial Group is an SEC-registered ria in Jacksonville, OR with $436.8M assets under management (AUM, regulatory AUM), +31% over one year. See who owns Practice Financial Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 289256, SEC 801-117949, data through 2026-03-05.
- AUM (assets under management / regulatory AUM)
- $436.8M (2026-03-05)
- Firm type
- Ria
- Location
- Jacksonville, OR
- Employees
- 28
- Clients
- 474
- CRD
- 289256
- Ownership
- WILLIAMS HOLD CO, LLC; MILLAR SIX, LLC; WILLIAMS, NATHAN, ELDON; Kenley, Spencer, David; ROGERS, CHAD, K
How much AUM does Practice Financial Group have?
Practice Financial Group reported $436.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-05).
Who owns Practice Financial Group?
Disclosed owners and executives of Practice Financial Group include WILLIAMS HOLD CO, LLC, MILLAR SIX, LLC, WILLIAMS, NATHAN, ELDON, Kenley, Spencer, David, ROGERS, CHAD, K. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.