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MAINSAIL FINANCIAL GROUP

BELLEVUE, WA · CRD 317970 · IAPD ↗ · (425) 502-7693

$403.9MRegulatory AUM
5Advisory reps
10Employees
3Clients
251-500Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

68
February 2026 — MAINSAIL FINANCIAL GROUP reported RAUM up 51% ($268.2M -> $403.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
72
April 2025 — MAINSAIL FINANCIAL GROUP grew from 3 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
March 2025 — MAINSAIL FINANCIAL GROUP notice-filed in OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
March 2025 — MAINSAIL FINANCIAL GROUP added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
March 2025 — MAINSAIL FINANCIAL GROUP reported RAUM up 40% ($191.6M -> $268.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
64
March 2024 — MAINSAIL FINANCIAL GROUP reports 251-500 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
68
March 2024 — MAINSAIL FINANCIAL GROUP reported RAUM up 69% ($113.6M -> $191.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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