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MARSJEWETT FINANCIAL GROUP
Legal name: MARS JEWETT FINANCIAL GROUP, INC.
CRD 297388File 801-113548
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$901.4M
Above cohort median (national)
Discretionary AUM
$895.6M
Non-discretionary $5.8M
Clients
717
2,115 accounts
Employees
16
Above cohort median in WA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jul 6, 2018
- Principal office
- 11235 SE 6TH STREET, SUITE 110, BELLEVUE, WA, 98004
- Phone
- 425-289-5000
- Website
- HTTPS://MARSJEWETT.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $901.4M
- Discretionary AUM
- $895.6M
- Non-discretionary AUM
- $5.8M
- Discretionary accounts
- 2,077
- Non-discretionary accounts
- 38
- Total accounts
- 2,115
- AUM per client
- $1.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 371 | $789.3M |
| Individuals (other than high net worth individuals) | 346 | $112.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
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.