$598.8M Total AUM
$411.8M Disc. AUM
34.9% 3Y CAGR
7 Employees
188 ADV. Clients
22 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Unison harborLegacy +more
- Established Date
- 10-14-2003
- Office Locations
- 1
Office Locations
2229 1ST Ave. S. Suite 225 Birmingham AL
About Mainsail Asset Management, LLC
Mainsail Asset Management is a Birmingham, AL wealth advisory firm providing integrated financial planning, investment management, and tax advice. It works primarily with business owners, multigenerational families, and retirees, building customized plans and helping clients implement and monitor them through market volatility. A differentiator is its CPA-led, business-consulting-driven planning approach.
Team overview
41 AVG AGE
$149.7M AVG AUM / ADVISOR
$3.2M AVG AUM / CLIENT
8.9 yrs AVG TENURE
7 Employees
4 Advisory Reps
4 RIA Reps
22yrs Firm Age
Insights
Unlock to compare peer behavior around value optima.
Unlock to see real insight on focus prime insight.
See the complete signal summary connected to bridge.
Open the full profile to inspect shifts in summit ridge.
Full visibility includes strategy notes for fusion ember delta.
Request access to benchmark trends tied to matrix.
See the complete signal summary connected to insight.
Request access to benchmark trends tied to beacon insight.
Asset Classes
Bridge Ridge ember Pioneer legacy Catalyst Summit crest Unison Optima meridian
Client Personas
Optima ridge Quantum
Custodian
Atlas Quantum
Investment Themes
Zenith Bridge Eagle
Investment Vehicles
Focus Ember Vital momentum
Services
Element Meridian Vertex Wave Quantum bridge Beacon catalyst Signal
Technology
Signal Ridge Meridian oak Crest
Owner & Executives
W
WILLIAM HARVEY PARSONS JR.
Chief Compliance Officer, Managing Member
- CRD
- #4708399
- Ownership
- 75% or more
(536) 864-6687
momentum.delta@peakcapital.com
in linkedin.com/in/optima-pathway
A
Andrew Hagan Brignac Sr.
Director
- CRD
- #6863788
- Ownership
- 10% but less than 25%
(803) 344-1155
alpha.alpha@valuecapital.com
in linkedin.com/in/pathway-bridge
Showing 2 of 2 owners & executives
Unlock allContacts
W
William Brandon Gooding
--
- CRD
- #7614860
(644) 511-8031
frontier.unison@primecapital.com
in linkedin.com/in/vital-summit
C
Charles Albert Moss IV
Investment Advisor
- CRD
- #7451359
(610) 639-2160
timber.radial@momentumcapital.com
in linkedin.com/in/zenith-momentum
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $411,800,941 | $479,954 |
| Non-Discretionary | $187,011,021 | $6,032,614 |
| Total | $598,811,962 | $673,579 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $465,074,922
Public Funds:
12.0% Private Funds:
7.5% Equity - Exchange:
15.9% Cash:
18.5% Corporate - Investment Grade:
14.9% Municipal Bonds:
16.3% U.S. Government/Agency:
14.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $64,125,999 | 12.0% |
| Private Funds | $40,078,750 | 7.5% |
| Equity - Exchange | $84,966,949 | 15.9% |
| Cash | $98,860,916 | 18.5% |
| Corporate - Investment Grade | $79,623,116 | 14.9% |
| Municipal Bonds | $87,104,483 | 16.3% |
| U.S. Government/Agency | $79,623,116 | 14.9% |
| Total | $534,383,329 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| GLACIER PRIME | NORTH MOMENTUM | 1ITGPY4U5 | KZBIC | 1.72% | $113,688,631 |
| CATALYST FOCUS WAVE | PEAK QUANTUM | OG5PUKRA1 | SBOZ | 2.25% | $90,415,273 |
| CREST MATRIX | TIMBER MERIDIAN | VVVMCP3EN | IBL | 5.36% | $113,739,713 |
| ELEMENT SIGNAL | VERTEX HORIZON | I32LUXXUD | HPV | 12.01% | $32,420,521 |
| TIMBER LEGACY | SUMMIT UNISON | AXTRC1ENO | ACOWB | 8.76% | $2,335,180 |
| INSIGHT BEACON FRONTIER | ZENITH GLACIER | E6RBTSM70 | QOKTZ | 11.63% | $94,748,150 |
| MERIDIAN FOUNDATION OAK | FRONTIER PRIME | 5BQ7ALHVT | PAD | 0.70% | $117,281,445 |
| BRIDGE VALUE | TIMBER MERIDIAN | 9DX6PSGAK | FYIG | 5.56% | $39,063,180 |