Mission Financial Group, LLC is an SEC registered investment adviser organized as a limited liability partnership with a primary office location in Las Vegas, NV. Its latest Form ADV filing, dated March 24, 2026, reports $311M in regulatory assets under management, 6 employees, 4 offices, and 1,068 accounts.
Assets Under Management
$311M
Employees
6
Offices
4 offices
Total Clients
376
Primary office
LAS VEGAS, NV
732 S. 6TH ST., #4119, LAS VEGAS, NV, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 76.1% of total clients.
Top client categories% of clientsClients
1
Individuals
76.1%
286
2
HNWI
16.0%
60
3
Pension Plans
6.4%
24
4
Corporations
1.6%
6
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$311Mas of March 24, 2026
Discretionary85.8%
$267M
86% of total RAUM85.8%
Non-discretionary14.2%
$44M
14% of total RAUM14.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$311M
Total Accounts1,068
10Y AUM Change+$311M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee63:1
10Y Employee Change+2 (+50.0%)
* 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.