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MAINSAIL ASSET MANAGEMENT, LLC
CRD 128373 · SEC 801-67485
2229 1ST AVE. S., SUITE 225, BIRMINGHAM, AL, 35233, United States
Phone
205-536-7776
Fax
866-542-0388
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$598.8M
Discretionary AUM
$411.8M
Team
7 total employees; 4 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 51 | $23.5M |
| High net worth individuals | 91 | $348.6M |
| Pooled investment vehicles | 5 | $133.7M |
| Pension/profit sharing plans | 5 | $8.7M |
| Charitable organizations | 12 | $4.3M |
| Corporations/business entities | 24 | $80.1M |
States served
AL, TX, FL
All web addresses on file
Official SEC filing: View on IAPD