Mach-1 Financial Group, LLC
● SEC registered since 2020CRD 298195SEC# 801-118093Rogers, AR
Reg. AUM
$546.3M
Employees
20
Accounts
3,255
Location
Rogers, AR
Mach-1 Financial Group, LLC assets under management
Mach-1 Financial Group, LLC is a registered investment adviser overseen by the SEC based in Rogers, AR. The firm has been registered since 2020. It reports $546.3 million in regulatory assets under management and employs 20 people.
Mach-1 Financial Group, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Aaron Lee Control | Founder & Managing Partner | Under 5% | 2023 |
| James Brent Leas Control | Chief Compliance Officer | Under 5% | 2024 |
| James Lee MacKey | President, Coo & Owner | 10-25% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does Mach-1 Financial Group, LLC manage?
Mach-1 Financial Group, LLC reports $546.3 million in regulatory assets under management on its Form ADV.
How many employees does Mach-1 Financial Group, LLC have?
Mach-1 Financial Group, LLC reports 20 employees.
Where is Mach-1 Financial Group, LLC located?
Mach-1 Financial Group, LLC is based in Rogers, AR and has been SEC-registered since 2020.
Does Mach-1 Financial Group, LLC disclose fund performance?
Mach-1 Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1001 S. 52nd Street, Suite 100, Rogers, AR 72758 |
| Phone | 479-876-2100 |
| Fax | 479-876-2960 |
| Office hours | 8:30 a.m. - 4:30 p.m. M-Th; 8:30 a.m. -2 p.m. Fri |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1843358 |
| Discloses disciplinary history | No |
Regulatory AUM
$546.3M▲ 31%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 46%
Larger than 54% of 16,271 advisers
EmployeesTop 24%
More than 76% of 16,825 advisers
Assets under management
$546.3Mregulatory AUM
Discretionary $546.3M