{
  "crd_number": 311876,
  "slug": "mission-financial-group-llc-las-vegas-nv-311876",
  "primary_business_name": "MISSION FINANCIAL GROUP, LLC",
  "legal_name": "MISSION FINANCIAL GROUP, LLC",
  "dbas": [],
  "city": "Las Vegas",
  "state": "NV",
  "country": "United States",
  "cbsa_code": "29820",
  "metro": {
    "cbsa_code": "29820",
    "common_name": "Las Vegas",
    "msa_name": "Las Vegas-Henderson-North Las Vegas, NV",
    "path": "/advisors/nv/las-vegas"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-01-04",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-05-13",
  "carried_forward": false,
  "raum_total": 310912519.0,
  "raum_discretionary": 266655848.0,
  "raum_non_discretionary": 44256671.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 6,
  "advisory_employees": 5,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 2607617.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 121563876.0,
      "count": 286
    },
    "pension_profit_sharing": {
      "raum": 44079468.0,
      "count": 24
    },
    "high_net_worth_individuals": {
      "raum": 135072737.0,
      "count": 60
    },
    "corporations_other_businesses": {
      "raum": 7588821.0,
      "count": 6
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "HI",
    "MI",
    "NH",
    "NV",
    "NY",
    "TX",
    "WA"
  ],
  "websites": [
    "https://facebook.com/MissionFinancialGroup",
    "https://instagram.com/mission_financial_group",
    "https://linkedin.com/company/mission-financial-group-llc",
    "https://missionfinancial.com",
    "https://youtube.com/channel/UCBy3WpCJFEl2xS3Us11__4Q"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/311876",
  "city_as_filed": "LAS VEGAS",
  "url": "https://advisorcensus.com/firm/mission-financial-group-llc-las-vegas-nv-311876",
  "display_name": "Mission Financial Group, LLC",
  "summary": "Mission Financial Group, LLC is an SEC-registered investment advisory firm in Las Vegas, NV, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 13, 2026.",
  "citation": "AdvisorCensus. Mission Financial Group, LLC (CRD 311876): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Mission Financial Group, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Mission Financial Group, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Mission Financial Group, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 24, 2026 states: Flat fee: $2,000 to $5,000 (financial planning and consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Mission Financial Group, LLC located?",
      "a": "Mission Financial Group, LLC's principal office is in Las Vegas, NV, according to its Form ADV; the June 2026 filing also lists 3 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Mission Financial Group, LLC registered with the SEC or a state?",
      "a": "Mission Financial Group, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 311876."
    },
    {
      "q": "How much does Mission Financial Group, LLC manage?",
      "a": "Mission Financial Group, LLC reports $310,912,519 in regulatory assets under management in its Form ADV filing dated May 13, 2026 (86% discretionary)."
    },
    {
      "q": "How have Mission Financial Group, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Mission Financial Group, LLC: Regulatory assets under management: $116,496,000 in the October 2021 data and $310,912,519 in the October 2026 data, up 167%. Total employees: 4 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Mission Financial Group, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (286); high net worth individuals (60); pension and profit sharing plans (but not the plan participants or government pension plans) (24)."
    },
    {
      "q": "Which custodians does Mission Financial Group, LLC use?",
      "a": "Mission Financial Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Mission Financial Group, LLC report any disciplinary disclosures?",
      "a": "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/311876"
    },
    {
      "q": "What changed in Mission Financial Group, LLC's recent Form ADV filings?",
      "a": "In the June 2026 filing data: Added an office in Cadillac, MI. Registered or notice-filed in MI."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 116496000.0,
      "total_employees": 4,
      "filing_date": "2021-07-02"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 108568123.0,
      "total_employees": 4,
      "filing_date": "2022-04-26"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 130835566.0,
      "total_employees": 3,
      "filing_date": "2023-07-14"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 178303966.0,
      "total_employees": 3,
      "filing_date": "2024-08-19"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 232821170.0,
      "total_employees": 8,
      "filing_date": "2025-07-14"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 310912519.0,
      "total_employees": 6,
      "filing_date": "2026-05-13"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Added an office in Cadillac, MI.",
        "Registered or notice-filed in MI."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $232,821,170 to $310,912,519 (+34%).",
        "Registered or notice-filed in NH."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Added an office in Princeville, HI."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 24, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $2,000 to $5,000 (financial planning and consulting services)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $2,000 to $5,000 (financial planning and consulting services)"
        ],
        "quotes": [
          "Our firm charges on a flat fee basis for financial planning and consulting services. The total estimated fee, as well as the ultimate fee charged, is based on the scope and complexity of our engagement with the client. Flat fees range from $2,000 to $5,000."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 2000.0,
          "max": 5000.0,
          "period": "one_time",
          "service": "financial planning and consulting services"
        }
      ]
    },
    "quotes": [
      "Our firm charges on a flat fee basis for financial planning and consulting services. The total estimated fee, as well as the ultimate fee charged, is based on the scope and complexity of our engagement with the client. Flat fees range from $2,000 to $5,000."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/mission-financial-group-llc-las-vegas-nv-311876.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 286,
      "fewer_than_5": false,
      "raum": 121563876.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 60,
      "fewer_than_5": false,
      "raum": 135072737.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 24,
      "fewer_than_5": false,
      "raum": 44079468.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 2607617.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 6,
      "fewer_than_5": false,
      "raum": 7588821.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/311876",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}