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- Custodian
- BNY Mellon ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 10-05-1981
- Office Locations
- 2,088
Office Locations
About PFS Investments Inc.
LaFargue Financial Group is an independent advisory firm founded in 2002, serving individuals and families across Northwest Arkansas, Eastern Oklahoma, Missouri, and Texas. The firm focuses on retirement planning and related decisions, including Medicare supplement guidance. Founder Richard D. LaFargue brings 30+ years in financial services and emphasizes responsive, transparent advice.
Reported data analysis
What the numbers show
Between November 11, 2025 and March 20, 2026, reported AUM increased 39.3%, from $11.2B to $15.5B.
Across 5 reported observations, AUM increased 118.4% between November 14, 2022 and March 20, 2026, from $7.1B to $15.5B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3,959 advisory representatives and 67,816 clients, or 17.1 clients per representative. That equates to $229.1K in reported AUM per client.
The profile lists 2,088 reported office locations and 44 years in operation. The source data was last updated on July 21, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- CRM
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full PFS Investments Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
DASIA DEBORAH COLEY
Chief Financial Officer, VICE PRESIDENT
- CRD
- #6760291
- Ownership
- Less than 5%
NICHOLAS Adam JENDUSA
EXECUTIVE VICE PRESIDENT
- CRD
- #6037365
- Ownership
- Less than 5%
Showing 2 of 12 owners & executives
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DECIUS TREBONIUS AARON
--
- CRD
- #5136723
MONICA G ABAD
--
- CRD
- #6542411
Showing 2 of 19269 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,536,099,534 | $172,983 |
| Non-Discretionary | $0 | -- |
| Total | $15,536,099,534 | $172,983 |
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Separately Managed Accounts
SMA allocation detail is available
PFS Investments Inc. has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
Review the latest reported holdings
PFS Investments Inc.'s 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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