Mainsail Financial Group
Mainsail Financial Group is an SEC-registered mass-market adviser in Bellevue, WA with $403.9M assets under management (AUM, regulatory AUM), +51% over one year. See who owns Mainsail Financial Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 317970, SEC 801-123307, data through 2026-06-15.
- AUM (assets under management / regulatory AUM)
- $403.9M (2026-06-15)
- Firm type
- Mass-Market Adviser
- Location
- Bellevue, WA
- Employees
- 12
- Clients
- 426
- CRD
- 317970
- Ownership
- STEELE, BRANDON, LEE; LAIBSON, ADAM, MICHAEL
How much AUM does Mainsail Financial Group have?
Mainsail Financial Group reported $403.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-15).
Who owns Mainsail Financial Group?
Disclosed owners and executives of Mainsail Financial Group include STEELE, BRANDON, LEE, LAIBSON, ADAM, MICHAEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.