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- Custodian
- Charles Schwab & Company · JP Morgan · Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-01-1990
- Office Locations
- 1
Office Locations
About Premier Financial Group INC
Premier Financial Group is a fee-only, fiduciary RIA providing comprehensive wealth management and financial planning for high-net-worth individuals (typically $1M+ investable), families, and also businesses and nonprofits. Services include portfolio management plus tax strategy and estate/wealth transfer planning, framed under its “Fiduciary+” approach. Public profile data suggests ETF-heavy portfolios, often custodied at Schwab.
Reported data analysis
What the numbers show
Between March 18, 2025 and March 2, 2026, reported AUM increased 13.7%, from $721.4M to $819.9M.
Across 5 reported observations, AUM increased 8.3% between March 11, 2022 and March 2, 2026, from $757.3M to $819.9M.
Of the latest reported AUM, 85.1% is discretionary and 14.9% is non-discretionary.
The firm reports 12 advisory representatives and 593 clients, or 49.4 clients per representative. That equates to $1.4M in reported AUM per client.
The profile lists 1 reported office location and 36 years in operation. The source data was last updated on March 2, 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
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
WAYNE OLIVER CALDWELL
CERTIFIED FINANCIAL PLANNER, DIRECTOR, PRINCIPAL, Senior Advisor
- CRD
- #1252052
- Ownership
- 25% but less than 50%
JOHN CHRISTIAN GLOOR
ADVISOR, DIRECTOR, Investment Advisor, PRINCIPAL
- CRD
- #1571556
- Ownership
- 10% but less than 25%
Showing 2 of 6 owners & executives
Unlock allContacts
Phoenix Arnold
Advisor
- CRD
- #7834534
FRANCOISE RENEE CRANDELL
Advisor
- CRD
- #4777896
Showing 2 of 13 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $697,540,912 | $520,553 |
| Non-Discretionary | $122,377,519 | $5,562,615 |
| Total | $819,918,431 | $601,996 |
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Separately Managed Accounts
SMA allocation detail is available
Premier Financial Group INC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.