Mach-1 Financial Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Rogers, AR. Its latest Form ADV filing, dated April 13, 2026, reports $546M in regulatory assets under management, 20 employees, and 3,255 accounts.
Assets Under Management
$546M
Employees
20
Offices
--
Total Clients
1,566
Primary office
ROGERS, AR
1001 S. 52ND STREET, SUITE 100, ROGERS, AR, United States
Top client segmentIndividuals represent 89.7% of total clients.
Top client categories% of clientsClients
1
Individuals
89.7%
1,405
2
HNWI
10.3%
161
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$546Mas of April 13, 2026
Discretionary100.0%
$546M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$546M
Total Accounts3,255
10Y AUM Change+$420M (+333.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees20
Clients per Employee78:1
10Y Employee Change+11 (+122.2%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.