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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Glacier insight
- 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).
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
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
--
- CRD
- #2369122
FELICIA KATHRYN FLY
Financial Advisor
- CRD
- #6908091
Vertex pathway
Value vertex
- CRD
- #56471
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
Total SMA Asset: $403,920,372
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $393,834,280 | 7.7% |
| U.S. Government/Agency | $629,111,902 | 12.3% |
| Equity - Exchange | $1,222,420,688 | 23.9% |
| Corporate - Investment Grade | $1,022,946,183 | 20.0% |
| Municipal Bonds | $915,536,834 | 17.9% |
| Cash | $930,881,027 | 18.2% |
| Total | $5,114,730,914 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ZENITH FOUNDATION ZENITH | OAK FOUNDATION | JESVBEPTO | KYU | 7.80% | $8,030,432 |
| INSIGHT QUANTUM OAK | CREST SUMMIT | 366HGD8JO | IXOEL | 3.03% | $69,150,547 |
| PEAK BEACON | VITAL SIGNAL | ZUQZP5ZO0 | GKL | 9.88% | $81,745,542 |
| HARBOR BRIDGE | BEACON MERIDIAN | 36Q28KVD3 | NRWN | 4.02% | $5,395,049 |
| TIMBER UNISON OAK | PEAK VALUE | 2W9GYPUUI | HJYYA | 11.88% | $30,349,146 |
| TIMBER NORTH | FOUNDATION ZENITH | CV0WDSNCX | QTUU | 4.09% | $45,227,393 |
| PRIME SUMMIT FOCUS | FUSION VECTOR | E004EFVOU | GGF | 2.00% | $95,994,442 |
| CATALYST VECTOR | CATALYST PATHWAY | XSCQ4OT2G | KYXPC | 4.50% | $88,883,954 |