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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-25-2022
- Office Locations
- 2
Office Locations
About Mainsail Financial Group
Mainsail Financial Group is a fee-only, fiduciary RIA with offices in Bellevue, WA and Eugene, OR. The team provides goal-based, ongoing financial planning for retirement-age individuals and families, emphasizing tax-efficient strategies and legacy planning to support long-term security and lifestyle needs. The firm recently welcomed JourneyTree clients and offers a retirement-planning video course led by co-founder Brandon Steele (CFP, ChFC).
Reported data analysis
What the numbers show
Between November 21, 2025 and June 15, 2026, reported AUM increased 50.6%, from $268.2M to $403.9M.
Across 5 reported observations, AUM increased 294.9% between October 19, 2022 and June 15, 2026, from $102.3M to $403.9M.
Of the latest reported AUM, 93.6% is discretionary and 6.4% is non-discretionary.
The firm reports 6 advisory representatives and 429 clients, or 71.5 clients per representative. That equates to $941.5K in reported AUM per client.
The profile lists 2 reported office locations and 4 years in operation. The source data was last updated on June 15, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Platform
- Services
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Owner & Executives
ADAM MICHAEL LAIBSON
Chief Compliance Officer, Chief Financial Officer, DIRECTOR OF OPERATIONS, FOUNDER
- CRD
- #4569804
- Ownership
- 50% but less than 75%
BRANDON LEE STEELE
Chief Executive Officer, Director, DIRECTOR OF BUSINESS DEVELOPMENT, FOUNDER
- CRD
- #5981274
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
Unlock allContacts
JONATHAN CLAY BRANDT
Financial Advisor
- CRD
- #2369122
FELICIA KATHRYN FLY
Financial Advisor
- CRD
- #6908091
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $377,980,246 | $282,075 |
| Non-Discretionary | $25,940,126 | $240,186 |
| Total | $403,920,372 | $278,951 |
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Separately Managed Accounts
SMA allocation detail is available
Mainsail Financial Group has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Mainsail Financial Group's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.