{"url":"https://nivawealth.com/firms/mission-financial-group-311876","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/311876","regulatoryAum":310912519,"crd":"311876","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4818301","suffix":null,"lastName":"Abbott","firstName":"Nicholas","middleName":"Paul"},{"crd":"5901682","suffix":null,"lastName":"COOK","firstName":"MICHAEL","middleName":"J"},{"crd":"6609589","suffix":null,"lastName":"Insley","firstName":"Dustin","middleName":"Robert"},{"crd":"8015618","suffix":null,"lastName":"Montgomery","firstName":"Elliott","middleName":"B"},{"crd":"6192506","suffix":null,"lastName":"Ohashi","firstName":"Sean","middleName":"Kai"},{"crd":"5081023","suffix":null,"lastName":"YASUTOMI","firstName":"CLIFTON","middleName":"M"}],"total":6,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-07-02","regulatoryAum":116496000,"clients":195,"employees":4,"offices":1},{"filedOn":"2022-04-26","regulatoryAum":108568123,"clients":165,"employees":4,"offices":2},{"filedOn":"2023-07-14","regulatoryAum":130835566,"clients":213,"employees":3,"offices":2},{"filedOn":"2024-03-05","regulatoryAum":178303966,"clients":267,"employees":3,"offices":2},{"filedOn":"2025-07-14","regulatoryAum":232821170,"clients":332,"employees":8,"offices":4},{"filedOn":"2026-05-13","regulatoryAum":310912519,"clients":376,"employees":6,"offices":6}],"secFileNumber":"801-120042","legalName":"Mission Financial Group, LLC","displayName":"Mission Financial Group","slug":"mission-financial-group-311876","website":"https://missionfinancial.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/mission-financial-group-llc","founded":"2018","organization":"Nevada limited liability partnership","fiscalYearEnd":"December","headquarters":{"street":"732 S. 6th St., #4119","city":"Las Vegas","state":"NV","stateName":"Nevada","country":"United States","postalCode":"89101"},"tradeNames":[],"registration":{"secApproved":"4 January 2021","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":741724.3150289017,"staff":{"employees":6,"advisory":5,"brokerDealerReps":5,"insuranceAgents":5,"promoters":1},"aum":{"regulatory":310912519,"discretionary":266655848,"discretionaryAccounts":1043,"nonDiscretionary":44256671,"nonDiscretionaryAccounts":25,"wrapProgram":379833642,"nonUsClientsPct":1,"nonAumClients":1},"clientTypes":[{"label":"Individuals (other than HNW)","clients":286,"regulatoryAum":121563876},{"label":"High-net-worth individuals","clients":60,"regulatoryAum":135072737},{"label":"Pension and profit-sharing plans","clients":24,"regulatoryAum":44079468},{"label":"Charitable organizations","clients":null,"fewerThan5":true,"regulatoryAum":2607617},{"label":"Corporations and other businesses","clients":6,"regulatoryAum":7588821}],"feePrograms":[{"role":"main","program":"Comprehensive Portfolio Management","feeBasis":"ceiling","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024323","versionId":1024323,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-03-24","documentName":"FORM ADV 2A FIRM BROCHURE","fee_rate_low":null,"fee_rate_high":1.2,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Asset Management For Held Away Accounts","summary":"Maximum annual fee of 1.20%, billed monthly in arrears; 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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Mission Financial Group offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Mission Financial Group charge?","answer":"Mission Financial Group charges up to 1.20% a year for its Comprehensive Portfolio Management. The fee is billed in arrears and is negotiable.","source":"FORM ADV 2A FIRM BROCHURE, filed 24 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Mission Financial Group use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Mission Financial Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Mission Financial Group invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Mission Financial Group?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Mission Financial Group get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Mission Financial Group registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Mission Financial Group?","answer":"Mission Financial Group’s main office is at 732 S. 6th St., #4119, Las Vegas, NV 89101. Its phone number is 808-445-9965. 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