MAINSAIL FINANCIAL GROUP, LLC
Legal name: MAINSAIL FINANCIAL GROUP
CRD #317970 SEC #801-123307 BELLEVUE, WA (425) 502-7693
SEC Registered
Total AUM
$268.2M
Discretionary
$231.7M
Employees
12
Clients
251
Accounts
892
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $268.2M | $231.7M | $36.5M | 12 | 10 |
| Oct 2025 | $268.2M | $231.7M | $36.5M | 12 | 10 |
| Oct 2025 | $268.2M | $231.7M | $36.5M | 11 | 10 |
| Sep 2025 | $268.2M | $231.7M | $36.5M | 12 | 10 |
| Jun 2025 | $268.2M | $231.7M | $36.5M | 13 | 10 |
| Apr 2025 | $268.2M | $231.7M | $36.5M | 12 | 10 |
| Apr 2025 | $268.2M | $231.7M | $36.5M | 9 | 10 |
| Feb 2025 | $268.2M | $231.7M | $36.5M | 5 | 10 |
| Feb 2025 | $268.2M | $231.7M | $36.5M | 5 | 10 |
| Jan 2025 | $191.6M | $166.2M | $25.3M | 5 | 10 |
| Oct 2024 | $191.6M | $166.2M | $25.3M | 6 | 10 |
| Jun 2024 | $191.6M | $166.2M | $25.3M | 7 | 10 |
| Mar 2024 | $191.6M | $166.2M | $25.3M | 7 | 10 |
| Feb 2024 | $191.6M | $166.2M | $25.3M | 6 | 10 |
| Jan 2024 | $113.6M | $112.5M | $1.1M | 6 | 10 |
| Nov 2023 | $113.6M | $112.5M | $1.1M | 7 | 10 |
| Sep 2023 | $113.6M | $112.5M | $1.1M | 6 | 10 |
| Sep 2023 | $113.6M | $112.5M | $1.1M | 5 | 10 |
| May 2023 | $113.6M | $112.5M | $1.1M | 6 | 10 |
| May 2023 | $113.6M | $112.5M | $1.1M | 7 | 10 |
| Mar 2023 | $113.6M | $112.5M | $1.1M | 7 | 10 |
| Oct 2022 | $102.3M | $102.3M | $0 | 7 | 0 |
| Oct 2022 | $102.3M | $102.3M | $0 | 7 | 0 |
| May 2022 | $102.3M | $102.3M | $0 | 7 | 0 |
DateNov 2025
Total AUM$268.2M
Discretionary$231.7M
Non-Disc.$36.5M
Employees12
Clients10
DateOct 2025
Total AUM$268.2M
Discretionary$231.7M
Non-Disc.$36.5M
Employees12
Clients10
DateOct 2025
Total AUM$268.2M
Discretionary$231.7M
Non-Disc.$36.5M
Employees11
Clients10
DateSep 2025
Total AUM$268.2M
Discretionary$231.7M
Non-Disc.$36.5M
Employees12
Clients10
DateJun 2025
Total AUM$268.2M
Discretionary$231.7M
Non-Disc.$36.5M
Employees13
Clients10
DateApr 2025
Total AUM$268.2M
Discretionary$231.7M
Non-Disc.$36.5M
Employees12
Clients10
DateApr 2025
Total AUM$268.2M
Discretionary$231.7M
Non-Disc.$36.5M
Employees9
Clients10
DateFeb 2025
Total AUM$268.2M
Discretionary$231.7M
Non-Disc.$36.5M
Employees5
Clients10
DateFeb 2025
Total AUM$268.2M
Discretionary$231.7M
Non-Disc.$36.5M
Employees5
Clients10
DateJan 2025
Total AUM$191.6M
Discretionary$166.2M
Non-Disc.$25.3M
Employees5
Clients10
DateOct 2024
Total AUM$191.6M
Discretionary$166.2M
Non-Disc.$25.3M
Employees6
Clients10
DateJun 2024
Total AUM$191.6M
Discretionary$166.2M
Non-Disc.$25.3M
Employees7
Clients10
DateMar 2024
Total AUM$191.6M
Discretionary$166.2M
Non-Disc.$25.3M
Employees7
Clients10
DateFeb 2024
Total AUM$191.6M
Discretionary$166.2M
Non-Disc.$25.3M
Employees6
Clients10
DateJan 2024
Total AUM$113.6M
Discretionary$112.5M
Non-Disc.$1.1M
Employees6
Clients10
DateNov 2023
Total AUM$113.6M
Discretionary$112.5M
Non-Disc.$1.1M
Employees7
Clients10
DateSep 2023
Total AUM$113.6M
Discretionary$112.5M
Non-Disc.$1.1M
Employees6
Clients10
DateSep 2023
Total AUM$113.6M
Discretionary$112.5M
Non-Disc.$1.1M
Employees5
Clients10
DateMay 2023
Total AUM$113.6M
Discretionary$112.5M
Non-Disc.$1.1M
Employees6
Clients10
DateMay 2023
Total AUM$113.6M
Discretionary$112.5M
Non-Disc.$1.1M
Employees7
Clients10
DateMar 2023
Total AUM$113.6M
Discretionary$112.5M
Non-Disc.$1.1M
Employees7
Clients10
DateOct 2022
Total AUM$102.3M
Discretionary$102.3M
Non-Disc.$0
Employees7
Clients0
DateOct 2022
Total AUM$102.3M
Discretionary$102.3M
Non-Disc.$0
Employees7
Clients0
DateMay 2022
Total AUM$102.3M
Discretionary$102.3M
Non-Disc.$0
Employees7
Clients0