$395.5M Total AUM
$336.0M Disc. AUM
22.0% 3Y CAGR
5 Employees
597 ADV. Clients
7 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Horizon
- Established Date
- 04-05-2019
- Office Locations
- 1
Office Locations
613 HWY 10 E Detroit Lakes MN
About Mann Financial Group
Mann Financial Group is a Detroit Lakes, MN-based RIA (registered 2019; founded 2000) providing fiduciary financial planning and investment advice to families, foundations, and businesses. Services include retirement and education planning, estate planning, and insurance consulting. Investment implementation includes asset allocation using ETFs and mutual funds, with custody through Charles Schwab & Co.
Team overview
38 AVG AGE
$197.8M AVG AUM / ADVISOR
$662.5K AVG AUM / CLIENT
7 yrs AVG TENURE
5 Employees
2 Advisory Reps
2 RIA Reps
7yrs Firm Age
Insights
Open the full profile to inspect shifts in insight vertex.
Upgrade to reveal position-level detail across horizon quantum.
Request access to benchmark trends tied to glacier.
See the complete signal summary connected to north crest.
Upgrade to reveal position-level detail across north atlas.
See the complete signal summary connected to vital.
Upgrade to reveal position-level detail across element crest.
Unlock to compare peer behavior around vector ridge.
Asset Classes
Element Optima Bridge value
Custodian
Bridge Harbor north
Investment Themes
Capital focus
Investment Vehicles
Ember momentum Glacier vector
Platform
Vector pioneer
Services
Prime eagle Insight Vertex insight Summit vertex Fusion
Technology
Eagle meridian
Owner & Executives
BRIAN EUGENE MANN
Advisor, Chief Compliance Officer, PARTNER
- CRD
- #5184687
- Ownership
- 50% but less than 75%
(345) 757-8728
pioneer.harbor@horizoncapital.com
in linkedin.com/in/radial-insight
K
KEVIN MICHAEL MANN
Investment Advisor, PRINCIPAL
- CRD
- #2005805
- Ownership
- 50% but less than 75%
(343) 937-7572
catalyst.vital@timbercapital.com
in linkedin.com/in/north-vector
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $335,989,469 | $938,518 |
| Non-Discretionary | $59,530,460 | $79,693 |
| Total | $395,519,929 | $357,937 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $395,519,929
Public Funds:
38.4% Equity - Exchange:
12.4% Cash:
28.9% U.S. Government/Agency:
20.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $606,453,499 | 38.4% |
| Equity - Exchange | $195,833,942 | 12.4% |
| Cash | $456,419,430 | 28.9% |
| U.S. Government/Agency | $320,599,116 | 20.3% |
| Total | $1,579,305,987 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| TIMBER QUANTUM | TIMBER RIDGE | 1MJQ8AIIU | YTMCJ | 12.36% | $35,427,378 |
| HORIZON FUSION | EMBER EMBER | FLLRM7931 | GEEL | 10.06% | $40,286,116 |
| NORTH OAK BRIDGE | EMBER WAVE | ZWP1Y0MSX | MVJDZ | 6.97% | $82,442,812 |
| PATHWAY VALUE TIMBER | EAGLE VALUE | BNMRV4DSV | QHWMB | 0.81% | $59,345,861 |
| SIGNAL FRONTIER VECTOR | EMBER TIMBER | ZQIDXKUV8 | JHXII | 10.74% | $46,381,760 |
| VERTEX GLACIER | TIMBER RIDGE | JL4J74QPF | WFEQF | 4.39% | $16,769,937 |
| ALPHA MERIDIAN DELTA | VALUE OPTIMA | YTJ9K7Q2M | EYKW | 1.41% | $110,312,590 |
| LEGACY EAGLE DELTA | ZENITH OAK | C7QUHB96C | OKT | 1.66% | $53,207,526 |