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- Custodian
- Charles Schwab & Company ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- Ridge vital
- Established Date
- 12-01-2014
- Office Locations
- 48
Office Locations
About PFG Advisors
Priority Financial Group (PFG) provides advisor-first affiliation and back-office/compliance support for independent advisors, credit unions and community banks, and select RIAs looking to scale. Through its turnkey platform and program management, it helps institutions run compliant, member-focused wealth programs and enables RIAs to fold into its independent RIA while keeping client relationships and identity. Offers financial planning and portfolio construction across 9 states.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JUSTIN C JOLLY
Chief Compliance Officer, Chief Operating Officer
- CRD
- #5217598
- Ownership
- Less than 5%
MICHAEL THOMAS PRIOR
Chief Executive Officer
- CRD
- #2646460
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Michael William Alexander
--
- CRD
- #1956648
BRENDA KAY ASHWORTH
Financial Advisor
- CRD
- #1564753
Delta delta
Vital oak foundation
- CRD
- #20473
Showing 2 of 81 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,836,725,097 | $229,657 |
| Non-Discretionary | $424,482,431 | $260,419 |
| Total | $3,261,207,528 | $233,243 |
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Separately Managed Accounts
Total SMA Asset: $3,261,207,528
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $997,618,814 | 14.9% |
| Equity - Exchange | $843,623,963 | 12.6% |
| Cash | $823,537,679 | 12.3% |
| U.S. Government/Agency | $977,532,529 | 14.6% |
| Corporate - Investment Grade | $944,055,388 | 14.1% |
| Municipal Bonds | $1,754,202,210 | 26.2% |
| Private Funds | $354,857,698 | 5.3% |
| Total | $6,695,428,281 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ATLAS PRIME LEGACY | OAK EAGLE | 98YFQYC30 | AWM | 7.91% | $68,286,878 |
| QUANTUM CAPITAL | OAK VERTEX | 1HW62A34D | JKJ | 1.61% | $29,461,826 |
| VITAL FRONTIER FUSION | FOCUS ALPHA | HHJAMQ90W | PSPDP | 3.10% | $31,049,328 |
| ATLAS PATHWAY MERIDIAN | INSIGHT VERTEX | D1K4QVTVD | DFOZ | 8.19% | $8,247,606 |
| EMBER PATHWAY PATHWAY | VALUE VITAL | V5HVFPSGV | JLWI | 5.74% | $43,915,950 |
| CAPITAL BEACON | CATALYST DELTA | OURSNZZPX | DSX | 12.10% | $34,545,955 |
| CREST NORTH FOCUS | RIDGE INSIGHT | UU70AQROC | NMQ | 2.12% | $99,534,466 |
| EAGLE GLACIER | EAGLE CREST | I4PDBY2MA | SIMU | 8.70% | $7,016,894 |