# Mission Financial Group, LLC

> 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.

- CRD: 311876
- Filed as: MISSION FINANCIAL GROUP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Las Vegas, NV
- Filing period: October 2026
- Form ADV filing dated: May 13, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/311876
- AdvisorCensus page: https://advisorcensus.com/firm/mission-financial-group-llc-las-vegas-nv-311876

## Quick answers

**How is Mission Financial Group, LLC compensated?**
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).

**Where is Mission Financial Group, LLC located?**
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).

**Is Mission Financial Group, LLC registered with the SEC or a state?**
Mission Financial Group, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 311876.

**How much does Mission Financial Group, LLC manage?**
Mission Financial Group, LLC reports $310,912,519 in regulatory assets under management in its Form ADV filing dated May 13, 2026 (86% discretionary).

**How have Mission Financial Group, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Mission Financial Group, LLC serve?**
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).

**Which custodians does Mission Financial Group, LLC use?**
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.

**Does Mission Financial Group, LLC 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/311876

**What changed in Mission Financial Group, LLC's recent Form ADV filings?**
In the June 2026 filing data: Added an office in Cadillac, MI. Registered or notice-filed in MI.

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage 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: $310,912,519
- Discretionary: $266,655,848
- Non-discretionary: $44,256,671

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 286 | $121,563,876 |
| High net worth individuals | 60 | $135,072,737 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 24 | $44,079,468 |
| Charitable organizations | Fewer than 5 | $2,607,617 |
| Corporations or other businesses not listed above | 6 | $7,588,821 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2021 (5 years)
- Employees: 6 total, 5 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, HI, MI, NH, NV, NY, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- Cadillac, MI
- Honolulu, HI
- Princeville, HI

### Websites listed on Form ADV (Item 1.I)
- missionfinancial.com
- Facebook @MissionFinancialGroup
- Instagram @mission_financial_group
- LinkedIn @mission-financial-group-llc
- YouTube @UCBy3WpCJFEl2xS3Us11__4Q

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $116,496,000 | 4 | July 2, 2021 |
| October 2022 | $108,568,123 | 4 | April 26, 2022 |
| October 2023 | $130,835,566 | 3 | July 14, 2023 |
| October 2024 | $178,303,966 | 3 | August 19, 2024 |
| October 2025 | $232,821,170 | 8 | July 14, 2025 |
| October 2026 | $310,912,519 | 6 | May 13, 2026 |

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.

## Changes in the filing (last 12 months)

### June 2026
- Added an office in Cadillac, MI.
- Registered or notice-filed in MI.

### April 2026
- Regulatory assets under management went from $232,821,170 to $310,912,519 (+34%).
- Registered or notice-filed in NH.

### December 2025
- Added an office in Princeville, HI.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Mission Financial Group, LLC (CRD 311876): Form ADV filing data as of October 2026.