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Mach-1 Financial Group, LLC

● SEC registered since 2020CRD 298195SEC# 801-118093Rogers, AR
Export (members)
Reg. AUM
$416.9M
Employees
20
Accounts
2,719
Location
Rogers, AR

Mach-1 Financial Group, LLC assets under management

Mach-1 Financial Group, LLC is a registered investment adviser overseen by the SEC based in Rogers, AR. The firm has been registered since 2020. It reports $416.9 million in regulatory assets under management and employs 20 people.
mach-1financial.comView on SEC.gov ↗

Mach-1 Financial Group, LLC owners & executives

7 reported
NameTitleOwnershipSince
David Aaron Lee ControlFounder & Managing PartnerUnder 5%2023
James Brent Leas ControlChief Compliance OfficerUnder 5%2024
James Lee MacKeyPresident, Coo & Owner10-25%2023
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Frequently asked questions

How much does Mach-1 Financial Group, LLC manage?

Mach-1 Financial Group, LLC reports $416.9 million in regulatory assets under management on its Form ADV.

How many employees does Mach-1 Financial Group, LLC have?

Mach-1 Financial Group, LLC reports 20 employees.

Where is Mach-1 Financial Group, LLC located?

Mach-1 Financial Group, LLC is based in Rogers, AR and has been SEC-registered since 2020.

Does Mach-1 Financial Group, LLC disclose fund performance?

Mach-1 Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1001 S. 52nd Street, Suite 100, Rogers, AR 72758
Phone479-876-2100
Fax479-876-2960
Office hours8:30 a.m. - 4:30 p.m. M-Th; 8:30 a.m. -2 p.m. Fri
SEC regionFort Worth Regional Office (FWRO)
CIK1843358
Discloses disciplinary historyNo

Assets under management

Discretionary$416.9M
Non-discretionary$0
Total (RAUM)$416.9M