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Premier Financial Group INC

Premier Financial Group INC. CRD 107314

Premier Financial Group INC logo

CRD: 107314

Premier Financial Group INC

Eureka, CA, 95501
7074432741
premierfinancial.com
$819.9M Total AUM
$697.5M Disc. AUM
-- 3Y CAGR
17 Employees
593 ADV. Clients
36 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · JP Morgan · Morgan Stanley
Clients
Retail and Institutional
Platforms
Optima ember
Established Date
02-01-1990
Office Locations
1

Office Locations

725 Sixth Street Eureka CA

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.

Team overview

48 AVG AGE
$68.3M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
15.9 yrs AVG TENURE
17 Employees
12 Advisory Reps
12 RIA Reps
36yrs Firm Age

Insights

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Asset Classes

Glacier Frontier Value vertex Ember

Client Personas

Matrix Prime

Custodian

Pathway horizon Prime Vital bridge Quantum

Fund Managers

Ember horizon

Investment Themes

Signal

Investment Vehicles

Horizon vertex

Platform

Alpha

Services

Ember North Optima fusion Summit Zenith Optima beacon Vital vector Oak value

Technology

Quantum vertex

Owner & Executives

W

WAYNE OLIVER CALDWELL

CERTIFIED FINANCIAL PLANNER, DIRECTOR, PRINCIPAL, Senior Advisor

CRD
#1252052
Ownership
25% but less than 50%
(333) 605-3411
vector.beacon@legacycapital.com
in linkedin.com/in/vector-glacier
J

JOHN CHRISTIAN GLOOR

ADVISOR, DIRECTOR, Investment Advisor, PRINCIPAL

CRD
#1571556
Ownership
10% but less than 25%
(656) 977-7032
pathway.summit@vectorcapital.com
in linkedin.com/in/meridian-vector
R

Ridge momentum

Glacier optima

CRD
#92198
Ownership
15.0%
(894) 426-1130
beacon.north@foundationcapital.com
in linkedin.com/in/element-prime

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Contacts

Phoenix Arnold

Phoenix Arnold

--

CRD
#7834534
(808) 910-3985
timber.oak@legacycapital.com
in linkedin.com/in/alpha-harbor
F

FRANCOISE RENEE CRANDELL

Advisor

CRD
#4777896
(873) 718-6732
vertex.beacon@primecapital.com
in linkedin.com/in/pathway-summit
H

Horizon radial

North legacy crest

CRD
#62012
(401) 351-4002
beacon.beacon@oakcapital.com
in linkedin.com/in/wave-catalyst

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-11-2022
04-27-2023
08-02-2024
03-18-2025
03-02-2026
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

Total SMA Asset: $819,918,431

$819.9M Total SMA
Equity - Exchange:
25.9%
Public Funds:
23.9%
Cash:
26.4%
Equity - OTC:
23.8%
Asset class Assets Assets %
Equity - Exchange $1,863,940,626 25.9%
Public Funds $1,720,006,987 23.9%
Cash $1,899,924,036 26.4%
Equity - OTC $1,712,810,305 23.8%
Total $7,196,681,954 100.0%

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