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MAINSAIL ASSET MANAGEMENT, LLC

BIRMINGHAM, AL · CRD 128373 · IAPD ↗ · investprudently.com · 205-536-7776

$598.8MRegulatory AUM
4Advisory reps
7Employees
0Clients
51-100Planning clients
4Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — MAINSAIL ASSET MANAGEMENT, LLC crossed $500M in regulatory AUM ($410.1M -> $598.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
53
April 2025 — MAINSAIL ASSET MANAGEMENT, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
61
April 2025 — MAINSAIL ASSET MANAGEMENT, LLC reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.