Mainsail Financial Group

Overview

Mainsail Financial Group is an independent registered investment adviser organized as an LLC and first registered with the SEC in 2022. The firm serves both individuals and families as well as institutional clients, and acts as a capital allocator that selects third‑party managers in addition to managing client portfolios directly. Its fee arrangements include both percentage‑of‑assets and fixed‑fee engagements. Advisory services listed on the firm’s ADV emphasize comprehensive financial planning, portfolio management for individuals and small businesses, the selection of other advisers, and client education through seminars and workshops. The firm does not identify as an ESG investor and is not registered as a multi‑state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices