# Mainsail Financial Group

Mainsail Financial Group is a Bank / Wealth / Trust based in Bellevue, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Bellevue, United States
- **Region:** North America
- **Address:** Bellevue, WA, United States
- **Founded:** 2019
- **Assets under management:** Undisclosed
- **Website:** www.mainsailfg.com
- **LinkedIn:** https://www.linkedin.com/company/mainsailfg

## Regulatory record

- **CRD number:** 317970
- **SEC file number:** 801-123307
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-15T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/317970

## About

Mainsail Financial Group was founded in 2019 in Bellevue, Washington, positioning itself within one of the densest concentrations of technology-derived wealth in the United States. The firm operates as a registered investment advisor (RIA), a structure that binds it to a fiduciary standard that broker-dealers and bank wealth divisions can legally sidestep. Its stated focus — individuals, high-net-worth families, and businesses — maps onto the demographic profile of Seattle's Eastside suburbs, where Microsoft, T-Mobile, and Amazon alumni often seek planning-first advice rather than transactional brokerage. While Mainsail does not publicly disclose specific investment strategies or asset-allocation targets, the RIA wrapper typically grants it access to institutional share classes, direct indexing platforms, and private-market feeder funds that mass-affluent retail accounts rarely see. Team-scale and deployment figures are undisclosed. The firm's single Bellevue address places it squarely in the Pacific Northwest RIA ecosystem, a market that has seen rapid consolidation as national aggregators like Creative Planning and Mercer Advisors acquire local practices. The firm has not announced philanthropic vehicles, real-asset arms, or peer-advisory club affiliations. What distinguishes Mainsail structurally is its independence. Bellevue is dominated by bank-trust departments and the brokerage offices of UBS and Merrill Lynch; a 2019-vintage RIA built from scratch competes on the promise that no corporate product shelf or sales quota distorts the advice. That posture — fiduciary-first, planning-led, location-anchored — is the firm's genuine differentiator, and it either wins concentrated referrals from Eastside professionals or it fades, as most sub-$100M RIAs do within their first decade.

## Related profiles

- [Mainsail Asset Management](https://altss.com/profile/mainsail-asset-management)
- [Mainstay Capital Management](https://altss.com/profile/mainstay-capital-management)

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Last updated: 2026-08-11T02:43:31.692Z

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