Mission Financial Group provides financial planning, portfolio management for individuals and small businesses, pension consulting, education planning, estate planning, insurance, philanthropic planning, and tax planning. Financial planning was provided to 1–10 clients last fiscal year.
Mission Financial Group reports 376 clients. They include 286 individual clients, 60 high-net-worth individuals, and 24 pension and profit-sharing plans. Of its assets, 85.8% ($267M across 1,043 accounts) are managed with discretion; $44.3M across 25 accounts are not. A wrap fee program the firm both sponsors and manages holds $380M. Of its clients, 1% are outside the U.S. It advised 1 client without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 76% | 39% |
| High-net-worth individuals | 16% | 43% |
| Pension and profit-sharing plans | 6% | 14% |
| Charitable organizations | Fewer than 5 | <1% |
| Corporations and other businesses | 2% | 2% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 286 | $122M | 39.1% | $425K |
| High-net-worth individuals | 60 | $135M | 43.4% | $2.25M |
| Pension and profit-sharing plans | 24 | $44.1M | 14.2% | $1.84M |
| Charitable organizations | Fewer than 5 | $2.61M | 0.8% | — |
| Corporations and other businesses | 6 | $7.59M | 2.4% | $1.26M |
| Total | 376 | $311M | 100% | — |
- Clients
- 286
- Regulatory AUM
- $122M
- AUM share
- 39.1%
- Avg. per client
- $425K
- Clients
- 60
- Regulatory AUM
- $135M
- AUM share
- 43.4%
- Avg. per client
- $2.25M
- Clients
- 24
- Regulatory AUM
- $44.1M
- AUM share
- 14.2%
- Avg. per client
- $1.84M
- Clients
- Fewer than 5
- Regulatory AUM
- $2.61M
- AUM share
- 0.8%
- Avg. per client
- —
- Clients
- 6
- Regulatory AUM
- $7.59M
- AUM share
- 2.4%
- Avg. per client
- $1.26M
Total
- Clients
- 376
- Regulatory AUM
- $311M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 1
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Mission Financial Group charges up to 1.20% a year for its Comprehensive Portfolio Management. The fee is billed in arrears and is negotiable. The brochure also prices 3 other services, listed under fee details.
Fee details and sources
Other fees
- Asset Management For Held Away Accounts
- Maximum annual fee of 1.20%, billed monthly in arrears; exact fees are set in Schedule A or B of the agreement.
- Financial Planning & Consulting
- Financial planning and consulting are billed as flat fees ranging from $2,000 to $5,000.
- Retirement Plan Consulting
- Billed as a percentage of plan assets under management, which will not exceed 1.20%.
Nicholas Abbott owns 50% to 75% of Mission Financial Group. The leadership team of Mission Financial Group includes Chief Compliance Officer Clifton Yasutomi. It has 6 employees, 5 of them in advisory roles.
Leadership
- Clifton YasutomiCo-Founder & Chief Compliance Officer
- Nicholas AbbottCo-Founder
Investment adviser representatives
6 representatives listed in the SEC register as of 9 October 2026.
- Nicholas Paul Abbott
- Michael J Cook
- Dustin Robert Insley
- Elliott B Montgomery
- Sean Kai Ohashi
- Clifton M Yasutomi
Staff
- 6 employees
- 5 in advisory functions
- 5 state-registered reps
- 5 broker-dealer reps
- 5 insurance agents
- 1 soliciting firm
- Owns 50% to 75% of Mission Financial Group, LLC
Nicholas Abbott
Control person · since December 2020
- Owns 25% to 50% of Mission Financial Group, LLC
Clifton Yasutomi
Control person · since December 2020
Mission Financial Group’s regulatory assets grew 2.7× from $116M (July 2021) to $311M (May 2026); clients rose from 195 to 376 and employees from 4 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| May 2026 | $311M | 376 | 6 | 6 |
| July 2025 | $233M | 332 | 8 | 4 |
| March 2024 | $178M | 267 | 3 | 2 |
| July 2023 | $131M | 213 | 3 | 2 |
| April 2022 | $109M | 165 | 4 | 2 |
| July 2021 | $116M | 195 | 4 | 1 |
Besides its headquarters, Mission Financial Group has 5 offices (1 private residence, listed without an address), with 5 listed addresses in Hawaii, Michigan and Nevada.
Hawaii · 3 listed addresses
- 5-4280 Kuhio Hwy., Princeville
- 6600 Kalanianaole Hwy, Honolulu
- 1240 Ala Moana BLVD, Honolulu
Michigan · 1 listed address
- 110 N Mitchell St, Cadillac
Nevada · 1 listed address
- 732 S. 6th St., #4119, Las VegasHQ
Contact and registration details
- Legal name
- Mission Financial Group, LLC
- Headquarters
- 732 S. 6th St., #4119, Las Vegas, NV 89101
- Website
- missionfinancial.com
- Phone
- 808-445-9965
- @mission-financial-group-llc
- SEC file
- 801-120042
- Founded
- 2018
- Structure
- Nevada limited liability partnership
- Fiscal year end
- December
Mission Financial Group uses Fidelity ($256M) as custodian for its separately managed accounts. Mission Financial Group has custody of $79.8M in client assets for 152 clients.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $256M100%
At year end, Mission Financial Group’s separately managed accounts were mostly in funds (65%) and stocks (17%). Its reported 13F holdings for the quarter ended 30 June 2026 total $121M across 158 positions; the largest are Pimco ETF TR (6.5%), Vanguard Index Fds (6.4%) and Apple Inc. (4.0%).
What the accounts hold
- Stocks17%
- Exchange-traded equities16%
- Non-exchange-traded equities1%
- Funds65%
- Bonds7%
- Cash11%
Reported 13F holdings
- $121M
- Reported 13F value
- 158
- Positions
- 32.8%
- In the 10 largest
- —
- Value vs. prior quarter
- Pimco ETF TR · Enhan Shrt MA AC6.5%
- Vanguard Index Fds · Total Stk Mkt6.4%
- Apple Inc.4.0%
- T Rowe Price Exchange-traded · Ultra Shrt Trm3.1%
- First TR Exchange-traded FD · FT Vest Gold2.5%
- Fidelity Merrimack Str TR · Total BD ETF2.2%
- First TR Exchange Traded FD · Buywrit Incm ETF2.1%
- Microsoft Corp.2.0%
- Alphabet Inc. · Cap Stk CL A2.0%
- First TR Exchng Traded FD VI · FT Vest U.S.1.9%
Together, the ten largest are 32.8% of reported value.
How many clients does Mission Financial Group have?
Mission Financial Group has 376 clients and manages $311 million for them, as of May 2026. They include 286 individual clients, 60 high-net-worth individuals, and 24 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 13 May 2026
What services does Mission Financial Group offer?
Mission Financial Group provides financial planning, portfolio management for individuals and small businesses, pension consulting, education planning, estate planning, insurance, philanthropic planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Mission Financial Group charge?
Mission Financial Group charges up to 1.20% a year for its Comprehensive Portfolio Management. The fee is billed in arrears and is negotiable.
Which custodians does Mission Financial Group use?
Mission Financial Group’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $256M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 13 May 2026
How many financial advisors does Mission Financial Group have?
Mission Financial Group has 5 investment adviser representatives registered with state securities authorities, out of 6 employees, and 5 perform investment advisory functions. 5 employees are registered representatives of a broker-dealer and 5 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Mission Financial Group invest in?
At the end of its last fiscal year, Mission Financial Group’s separately managed accounts held 65% registered funds (mutual funds, ETFs, BDCs), 16% exchange-traded equities, 11% cash and equivalents, 7% investment grade corporate bonds and 1% non-exchange-traded equities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Mission Financial Group?
Mission Financial Group’s direct owners are Clifton Yasutomi (25% to 50%) and Nicholas Abbott (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 13 May 2026
How does Mission Financial Group get paid?
Mission Financial Group is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Mission Financial Group registered with the SEC?
Yes, Mission Financial Group has been registered with the SEC as an investment adviser since 4 January 2021. Its CRD number is 311876 and its SEC file number is 801-120042.
Source: Form ADV Part 1A, Item 1, filed 13 May 2026; IAPD firm record
How do I contact Mission Financial Group?
Mission Financial Group’s main office is at 732 S. 6th St., #4119, Las Vegas, NV 89101. Its phone number is 808-445-9965. Its website is missionfinancial.com.