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| MACH-1 Financial Group LLC
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|---|---|
| CRD # | 298195 |
| SEC # | 801-118093 |
| CIK # | 0001843358 |
| AUM | 546.3 M (2026-04-13) |
| Employees | 20 (40% Investors, 5% Brokers) |
| Phone | 479-876-2100 |
| Address | 1001 S 52nd Street Rogers, AR 72758 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Wal Mart Stores Inc | 7.6 | ||
| Apple Inc | 2.8 | ||
| Nvidia Corp | 2.8 | ||
| Alphabet Inc | 2.4 | ||
| Facebook Inc | 2.2 | ||
| J P Morgan Chase & Co | 2.2 | ||
| Microsoft Corp | 2.1 | ||
| Amazon Com Inc | 2.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,405 | 300.8 |
| (b) Individuals (high net worth individuals) | 161 | 241.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 2.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.9 |
| (n) Other | 0 | 0.0 |
| Total | 3,255 | 546.3 |
| By Discretionary | ||
| Discretionary | 3,255 | 546.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,255 | 546.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 546.3 | |
| Total | 3,255 | 546.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001843358] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Hamel Associates Inc
✚
|
PA | 548.3 M |
|
CRUX Wealth Advisors
✚
|
CA | 547.7 M |
|
Hutchens & Kramer Investment Management Group LLC
✚
|
IN | 546.8 M |
|
Byrne Financial Freedom LLC
✚
|
MA | 546.4 M |
|
Legacy Wealth Asset Management LLC
✚
|
MN | 546.0 M |
|
Whitegate Investment Counselors Inc
✚
|
NH | 545.4 M |
|
25 LLC
✚
|
MO | 545.0 M |
|
RL Evans Co Inc
✚
|
WA | 545.0 M |
|
Selby Wealth Management LLC
✚
|
CA | 544.8 M |
|
Sierra Ocean LLC
✚
|
CA | 544.6 M |