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- Custodian
- Charles Schwab & Company · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-28-2019
- Office Locations
- 1
Office Locations
About Mach-1 Financial Group, LLC
Mach-1 Financial Group is a retirement-focused planning and investment firm serving retail and institutional clients. Its "Retirement Flight Plan" process pairs a full review of a client’s financial picture with goal-based strategy design and ongoing course corrections as life and markets change, with an emphasis on tax planning. Advisors collaborate as a team (not a single rep) and commonly implement ETF- and mutual fund-based portfolios; custody includes Schwab and LPL. Founder David Lee brings a U.S. Air Force fighter-pilot background and authored a client-facing book on the firm’s approach.
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Investment Themes
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Owner & Executives
Matthew Jordan Walters
Chief Executive Officer, Owner, Partner
- CRD
- #6706736
- Ownership
- 25% but less than 50%
JAMES LEE MACKEY
Chief Operating Officer, Director, Owner, President
- CRD
- #2634808
- Ownership
- 10% but less than 25%
Showing 2 of 5 owners & executives
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Elijah David Freeman
Financial Advisor
- CRD
- #7441334
Graham McDaniel Funderburk
Financial Advisor
- CRD
- #7767994
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $546,345,461 | $167,848 |
| Non-Discretionary | $0 | -- |
| Total | $546,345,461 | $167,848 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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