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MAINSAIL FINANCIAL GROUP
Legal name: MAINSAIL FINANCIAL GROUP, LLC
CRD 317970File 801-123307
APPROVED
Retail clients
Filing as of Jun 15, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$403.9M
Below cohort median (national)
Discretionary AUM
$378.0M
Non-discretionary $25.9M
Clients
426
1,448 accounts
Employees
12
Above cohort median in WA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Feb 25, 2022
- Principal office
- 11245 SE 6TH STREET, SUITE 140, BELLEVUE, WA, 98004
- Phone
- (425) 502-7693
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $403.9M
- Discretionary AUM
- $378.0M
- Non-discretionary AUM
- $25.9M
- Discretionary accounts
- 1,340
- Non-discretionary accounts
- 108
- Total accounts
- 1,448
- AUM per client
- $948K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 2 | $6.2M |
| High net worth individuals | 132 | $290.3M |
| Individuals (other than high net worth individuals) | 292 | $107.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- 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.