# MG Financial, Inc.

> MG Financial, Inc. is a state-registered investment advisory firm in Seattle, WA, registered since 2014, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 6, 2026.

- CRD: 169448
- Filed as: MG FINANCIAL, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Seattle, WA
- Filing period: October 2026
- Form ADV filing dated: March 6, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/169448
- AdvisorCensus page: https://advisorcensus.com/firm/mg-financial-inc-seattle-wa-169448

## Quick answers

**How is MG Financial, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), MG Financial, Inc. 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 MG Financial, Inc. located?**
MG Financial, Inc.'s principal office is in Seattle, WA, according to its Form ADV.

**Is MG Financial, Inc. registered with the SEC or a state?**
MG Financial, Inc. is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 169448.

**How much does MG Financial, Inc. manage?**
MG Financial, Inc. reports $63,062,521 in regulatory assets under management in its Form ADV filing dated March 6, 2026 (0% discretionary).

**What types of clients does MG Financial, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (36); high net worth individuals (24).

**Does MG Financial, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/169448

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $63,062,521
- Discretionary: $0
- Non-discretionary: $63,062,521

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 36 | $15,185,273 |
| High net worth individuals | 24 | $47,877,248 |

### Advisory services (Item 5.G)
- Financial planning services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2014 (12 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. MG Financial, Inc. (CRD 169448): Form ADV filing data as of October 2026.