Mach-1 Financial Group, LLC
Mach-1 Financial Group, LLC is an SEC-registered mass-market adviser in Rogers, AR with $546.3M assets under management (AUM, regulatory AUM), +31% over one year. See who owns Mach-1 Financial Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 298195, SEC 801-118093, data through 2026-04-13.
- AUM (assets under management / regulatory AUM)
- $546.3M (2026-04-13)
- Firm type
- Mass-Market Adviser
- Location
- Rogers, AR
- Employees
- 20
- Clients
- 1,566
- CRD
- 298195
- Ownership
- LEE, DAVID, AARON; Leas, James, Brent; MACH-1 HOLDINGS, INC.; Blackmon, Connie; Lawler, Tammy
How much AUM does Mach-1 Financial Group, LLC have?
Mach-1 Financial Group, LLC reported $546.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-13).
Who owns Mach-1 Financial Group, LLC?
Disclosed owners and executives of Mach-1 Financial Group, LLC include LEE, DAVID, AARON, Leas, James, Brent, MACH-1 HOLDINGS, INC., Blackmon, Connie, Lawler, Tammy. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.