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MISSION FINANCIAL GROUP, LLC

LAS VEGAS, NV · CRD 311876 · IAPD ↗ · missionfinancial.com · 808-445-9965

$310.9MRegulatory AUM
5Advisory reps
6Employees
1Clients
1-10Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
June 2026 — MISSION FINANCIAL GROUP, LLC notice-filed in MI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
June 2026 — MISSION FINANCIAL GROUP, LLC added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
April 2026 — MISSION FINANCIAL GROUP, LLC notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2026 — MISSION FINANCIAL GROUP, LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
64
April 2026 — MISSION FINANCIAL GROUP, LLC reported RAUM up 34% ($232.8M -> $310.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
December 2025 — MISSION FINANCIAL GROUP, LLC added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
40
February 2025 — MISSION FINANCIAL GROUP, LLC filed an Item 4A succession naming MISSION FINANCIAL GROUP, LLC (CRD 311876) — an entity change, not a deal.
Item 4A succession where the acquired firm is the same business (entity change, not a deal).
Integration & migration consultingCompliance
44
February 2025 — MISSION FINANCIAL GROUP, LLC notice-filed in NV, NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
February 2025 — MISSION FINANCIAL GROUP, LLC moved its main office from HONOLULU, HI to LAS VEGAS, NV.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
50
February 2025 — MISSION FINANCIAL GROUP, LLC added office(s): 1 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
61
February 2025 — MISSION FINANCIAL GROUP, LLC reported RAUM up 31% ($178.3M -> $232.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
68
February 2025 — MISSION FINANCIAL GROUP, LLC grew from 2 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
62
April 2024 — MISSION FINANCIAL GROUP, LLC reported RAUM up 36% ($130.8M -> $178.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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