# Marsjewett Financial Group

> Marsjewett Financial Group is an SEC-registered investment advisory firm in Bellevue, WA, registered since 2018, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 297388
- Filed as: MARSJEWETT FINANCIAL GROUP
- Legal name: Mars Jewett Financial Group, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bellevue, WA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/297388
- AdvisorCensus page: https://advisorcensus.com/firm/marsjewett-financial-group-bellevue-wa-297388

## Quick answers

**How is Marsjewett Financial Group compensated?**
On its Form ADV (Item 5.E, October 2026), Marsjewett Financial Group reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Marsjewett Financial Group located?**
Marsjewett Financial Group's principal office is in Bellevue, WA, according to its Form ADV.

**Is Marsjewett Financial Group registered with the SEC or a state?**
Marsjewett Financial Group is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 297388.

**How much does Marsjewett Financial Group manage?**
Marsjewett Financial Group reports $901,424,022 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (99% discretionary).

**How have Marsjewett Financial Group's assets and staff changed since 2021?**
In the Form ADV data for Marsjewett Financial Group: Regulatory assets under management: $497,858,370 in the October 2021 data and $901,424,022 in the October 2026 data, up 81%. Total employees: 10 in October 2021 and 16 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Marsjewett Financial Group serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (371); individuals (other than high net worth individuals) (346).

**Which custodians does Marsjewett Financial Group use?**
Marsjewett Financial Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Marsjewett Financial Group report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/297388

**What changed in Marsjewett Financial Group's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $734,675,738 to $901,424,022 (+23%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $901,424,022
- Discretionary: $895,597,611
- Non-discretionary: $5,826,411

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 346 | $112,116,047 |
| High net worth individuals | 371 | $789,307,975 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2018 (8 years)
- Employees: 16 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, AZ, CA, ID, MT, NE, OR, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [marsjewett.com](https://marsjewett.com)
- LinkedIn @marsjewett-financial

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $497,858,370 | 10 | June 9, 2021 |
| October 2022 | $605,001,189 | 13 | March 31, 2022 |
| October 2023 | $530,721,331 | 13 | May 5, 2023 |
| October 2024 | $643,113,832 | 14 | March 18, 2024 |
| October 2025 | $734,675,738 | 14 | March 28, 2025 |
| October 2026 | $901,424,022 | 16 | March 31, 2026 |

Regulatory assets under management: $497,858,370 in the October 2021 data and $901,424,022 in the October 2026 data, up 81%.
Total employees: 10 in October 2021 and 16 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $734,675,738 to $901,424,022 (+23%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Marsjewett Financial Group (CRD 297388): Form ADV filing data as of October 2026.