Mainsail Financial Group
Firm details
- Headquarters
- Bellevue, Washington
- CRD number
- 317970
- Registered since
- February 25, 2022
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI71.88%
- Individuals26.58%
- Charitable Organizations1.54%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Mainsail Financial Group is an independent registered investment adviser organized as an LLC and functioning as a capital allocator for both individual/family and institutional clients. The firm provides fee-based wealth management services using a mix of percentage-of-AUM and fixed-fee arrangements. Core advisory offerings include financial planning, portfolio management for individuals and small businesses, manager selection, and client education through seminars and workshops. Mainsail is not an active ESG investor and does not identify as a multistate or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds57%
- US Government Bonds12%
- Exchange Traded Equities11%
- State & Local Bonds8%
- Investment Grade Corp Bonds8%
Owners & executives
2 of 2
Brandon Steele
CEO and FounderCRD 5981274
Adam Laibson
Founder and CFOCRD 4569804
Contacts
3 of 6
Eddy Su
ParaplannerCRD 7787169
Joshua Moore
Associate AdvisorCRD 7399790
Felicia Fly
Associate AdvisorCRD 6908091
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 45Active vs passive
$291M in ETFs
68%
$197M
32%
$94.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $20.6M | 31,659 | 7.07% |
Location
Bellevue, WA
King
Location
Bellevue, WA
Headquartered in Bellevue, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- King
- Address
- 11245 Se 6th St
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Aletheian Wealth Advisors LLC
RIABellevue, WA
Bellevue Asset Management, LLC
RIABellevue, WA
Mountain Pacific Advisors, LLC
RIABellevue, WA
Highbury Pacific Capital Corp.
RIABellevue, WA
Boone Wealth Advisors, LLC
RIABellevue, WA
Wealthcollab
RIABellevue, WA