Wealth Manager
    SEC Registered
    Manages Private Funds

    Mach-1 Financial Group, LLC

    Registered investment advisor · Rogers, Arkansas · CRD #298195

    Assets Under Management
    $546M
    Client Accounts
    3,255
    Employees
    20
    CRD Number
    298195
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc., Lpl Financial Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Mach-1 Financial Group, LLC

    Mach-1 Financial Group, LLC is a veteran-owned investment advisory firm based in Arkansas, offering wealth management and financial advisory services nationwide. The firm provides access to various financial products and services, including mutual funds and trading desks. Established in Rogers, AR, it operates as a registered investment adviser.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Mach-1 Financial Group, LLC

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    Frequently Asked Questions

    What is Mach-1 Financial Group, LLC's AUM?

    Mach-1 Financial Group, LLC reports approximately $546M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Mach-1 Financial Group, LLC headquartered?

    Mach-1 Financial Group, LLC is headquartered in Rogers, Arkansas.

    What is Mach-1 Financial Group, LLC's CRD number?

    Mach-1 Financial Group, LLC's CRD number is 298195. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Mach-1 Financial Group, LLC manage?

    Mach-1 Financial Group, LLC manages approximately 3,255 client accounts according to its latest SEC filing.

    Is Mach-1 Financial Group, LLC SEC registered?

    Yes, Mach-1 Financial Group, LLC is registered with the SEC as an investment adviser with an approved registration status.

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