Mainsail Financial Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bellevue, WA. Its latest Form ADV filing, dated April 7, 2026, reports $404M in regulatory assets under management, 12 employees, 1 office, and 1,448 accounts.
Assets Under Management
$404M
Employees
11
Offices
1 office
Total Clients
426
Primary office
BELLEVUE, WA
11245 SE 6TH STREET, SUITE 140, BELLEVUE, WA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 68.5% of total clients.
Top client categories% of clientsClients
1
Individuals
68.5%
292
2
HNWI
31.0%
132
3
Charitable
0.5%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$404Mas of May 15, 2026
Discretionary93.6%
$378M
94% of total RAUM93.6%
Non-discretionary6.4%
$26M
6% of total RAUM6.4%
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$404M
Total Accounts1,448
10Y AUM Change+$404M
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee39:1
10Y Employee Change+4 (+57.1%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.