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
12
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 April 7, 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
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee36:1
10Y Employee Change+5 (+71.4%)
* 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.