Wealth Manager
    SEC Registered
    Manages Private Funds

    Mission Financial Group, LLC

    Registered investment advisor · Las Vegas, Nevada · CRD #311876

    Assets Under Management
    $311M
    Client Accounts
    1,068
    Employees
    6
    CRD Number
    311876
    Registration
    SEC Registered

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

    About Mission Financial Group, LLC

    Mission Financial Group, LLC is a SEC-registered investment advisory firm headquartered in Las Vegas, Nevada, managing approximately $311M in regulatory assets across 1,068 client accounts. The firm's full regulatory record is filed with the SEC under CRD #311876.

    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 Mission Financial Group, LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Mission Financial Group, LLC's AUM?

    Mission Financial Group, LLC reports approximately $311M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Mission Financial Group, LLC headquartered?

    Mission Financial Group, LLC is headquartered in Las Vegas, Nevada.

    What is Mission Financial Group, LLC's CRD number?

    Mission Financial Group, LLC's CRD number is 311876. 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 Mission Financial Group, LLC manage?

    Mission Financial Group, LLC manages approximately 1,068 client accounts according to its latest SEC filing.

    Is Mission Financial Group, LLC SEC registered?

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

    Similar advisors in Nevada

    Keystate Advisory, LLC
    Las Vegas, NV · $16.6B AUM
    The Ameriflex Group
    Las Vegas, NV · $9.7B AUM
    Simplify Asset Management Inc.
    Las Vegas, NV · $9.6B AUM
    Guided Choice Asset Management, Inc.
    Reno, NV · $8.5B AUM
    Belpointe Asset Management LLC
    Reno, NV · $7.6B AUM
    The Wealth Consulting Group
    Las Vegas, NV · $6.3B AUM
    See all top RIA firms in Nevada →

    Research firms like Mission Financial Group, LLC at scale

    Search 43,000+ investment firms and 640,000+ contacts by AUM, custodian, state, and strategy.

    Start Free Trial