PFS INVESTMENTS INC.

CRD

10111

SEC file #

801-72263

EIN

581436188

DBA names

Primerica Advisors

Economics

AUM

$15.54B

AUM band

$1B+

AUM trajectory

'20 · $3.07B

'21 · $4.08B

'22 · $5.09B

'23 · $7.11B

'25 · $11.16B

'26 · $15.54B

'20'26

$3.07B → $15.54B▲ +407%

sec adv history

Client mix

Individuals Other	65,489
Individuals High Net Worth	2,097
Corporations	166
Charitable Organizations	64

Operations

Employees (total)

3,992

Advisory staff (per ADV)

3,959

Advisory staff (5-yr trend)

'20 · 3,540 advisors

'21 · 3,661 advisors

'22 · 3,752 advisors

'23 · 3,352 advisors

'25 · 3,732 advisors

'26 · 3,959 advisors

'20'26

3,540 advisors → 3,959 advisors▲ +12%

sec adv history

Primary office

DULUTH GA

Branches

—

Custodian & Brokerage

Primary custodian

Pershinglow confidence

adv brochure

Services offered

Portfolio mgmt — individuals

Fee basis

% of AUM

Filings

Latest ADV filing

03/20/2026

youtube.com/user/primerica

ADV-W filed at

—

Website

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

PRIMERICA FINANCE CORPORATION

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

PRIMERICA FINANCE CORPORATION

COLEY, DASIA DEBORAH

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

social_url_excluded:youtube.com

rdap

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

Yes

Form 5500 Plan Count

Form 5500 Total Compensation

259,636

Form 5500 Compensation Trajectory 3y

2025

259,636

Form 5500 Plan Count Trajectory 3y

2025

Schedule C Total Compensation

259,636

Schedule C Service Provider Rows

SEC EDGAR

Edgar Cik

0000354497

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2002-03-01

Edgar Last Filing Date

2026-05-05

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2023-08-14

Accession0000354497-23-000014

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Pershing	7
E*trade	4
Bny Mellon	1

adv brochure

Edgar Addresses

Mailing

1 PRIMERICA PARKWAYDULUTH, GA 30099-0001

Business

1 PRIMERICA PARKWAYDULUTH, GA 30099-0001

Edgar EIN

581436188

Edgar Recent Filings

13F-NT2026-05-05 · 0000354497-26-000010

X-17A-52026-02-27 · 0000354497-26-000004

Fee Schedule

Bracket I	83
Bracket Ix	14
Bracket Xi	2
Bracket Xii	1
Bracket Ii	0

Firm Has Custody

Yes

Mailing Office Differs

Trust Company Affiliate

People (61)

COLEY, DASIA DEBORAH

6760291

JENDUSA, NICHOLAS ADAM

6037365

LESUTIS, MICHAEL

4751250

MILLER, DEBORAH LYNN

3036949

NEMETZ, WILLIAM JAMES

4589878

REGARD, PAUL ETIENNE

2448671

RIVET, LORI ALLISON

4496273

SUKIN, KAREN LYNN

6292138

WEIGLE, BRIAN STEVEN

4131816

WOODRING, DANIEL AARON

4028705

WELLS, MICHAEL KURT

RICHARD WARREN HUNGERFORD

MARIA MAGDALENA SOLTERO

PATRECIA ROSE RICKETTS

4239102

PATRICIA JEAN STRASSER

4720302

MICHELL LYNN BARTHOLD

MICHAEL James MAGISTRELLI

4861240

CARMEN PATRICIA ESPINA

Patricia A Vanleeuwen

WINNIFRED DRUMMOND CAMPBELL

7822423

6234274

MELISSA LYNNE CHADWELL

5573527

KENSHEL TOLBERT HILLS

Paul William Fernandez

CLAIRDEMISE STELUS-JEANMARIE

6870095

MARICHU TRANSFIGURACION

6861977

MARJORIE BABATID BANTING

EDMOND JOSEPH PASSARO

4191087

HECTOR NEGRETE RODRIGUEZ