Investment adviser · CRD 317970
MAINSAIL FINANCIAL GROUP
Investment adviser filing (IA)
MAINSAIL FINANCIAL GROUP, LLC
BELLEVUE, WA, United States · Form ADV filed Sep 30, 2026
- Regulatory AUM
- $404M Form ADV · Item 5.F
- Client accounts
- 1,448 Accounts, not individual clients
- Employees
- 10 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 132 | $290,345,421 | 71.9% |
| Individuals | 292 | $107,365,232 | 26.6% |
| Charities | 2 | $6,209,719 | 1.5% |
Filing source
Form ADV 2135353 · Sep 30, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 30, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Fixed
Principal office
11245 SE 6TH STREET, SUITE 140BELLEVUE, WA, 98004, United States
CRD 317970
Filing source
Form ADV 2135353 · Sep 30, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.