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MAINSAIL ASSET MANAGEMENT, LLC
CRD 128373File 801-67485
APPROVED
Retail clients
Custody
Filing as of Jul 15, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$598.8M
Above cohort median (national)
Discretionary AUM
$411.8M
Non-discretionary $187.0M
Clients
188
889 accounts
Employees
7
Above cohort median in AL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jan 12, 2007
- Principal office
- 2229 1ST AVE. S., SUITE 225, BIRMINGHAM, AL, 35233
- Phone
- 205-536-7776
- Website
- https://investprudently.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $598.8M
- Discretionary AUM
- $411.8M
- Non-discretionary AUM
- $187.0M
- Discretionary accounts
- 858
- Non-discretionary accounts
- 31
- Total accounts
- 889
- AUM per client
- $3.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 24 | $80.1M |
| Charitable organizations | 12 | $4.3M |
| High net worth individuals | 91 | $348.6M |
| Pooled investment vehicles | 5 | $133.7M |
| Pension and profit sharing plans | 5 | $8.7M |
| Individuals (other than high net worth individuals) | 51 | $23.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.