Mainsail Financial Group, LLC
● SEC registered since 2022CRD 317970SEC# 801-123307Bellevue, WA
Reg. AUM
$403.9M
Employees
12
Accounts
1,448
Location
Bellevue, WA
Mainsail Financial Group, LLC assets under management
Mainsail Financial Group, LLC operates as an SEC-registered investment adviser based in Bellevue, WA. The firm has been registered since 2022. It reports $403.9 million in regulatory assets under management and employs 12 people.
Mainsail Financial Group, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam Michael Laibson Control | Cfo, Cco, Founder, And Director Of Operations | 50-75% | 2018 |
| Brandon Lee Steele Control | Ceo, Founder, And Director Of Business Development | 50-75% | 2018 |
Frequently asked questions
How much does Mainsail Financial Group, LLC manage?
Mainsail Financial Group, LLC reports $403.9 million in regulatory assets under management on its Form ADV.
How many employees does Mainsail Financial Group, LLC have?
Mainsail Financial Group, LLC reports 12 employees.
Where is Mainsail Financial Group, LLC located?
Mainsail Financial Group, LLC is based in Bellevue, WA and has been SEC-registered since 2022.
Does Mainsail Financial Group, LLC disclose fund performance?
Mainsail 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 | 11245 SE 6th Street, Suite 140, Bellevue, WA 98004 |
| Phone | (425) 502-7693 |
| Office hours | 9a.m.-5p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$403.9M▲ 111%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 54%
Larger than 46% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$403.9Mregulatory AUM
Discretionary $378MNon-discretionary $25.9M