Mach-1 Financial Group, LLC

Overview

Mach-1 Financial Group, LLC is an SEC registered investment adviser based in Rogers, AR, registered since 2019. It reports $546M in assets under management across 3,255 accounts, with 20 employees. It has 9 investment adviser representatives.

Reported AUM

$546M

Discretionary

100%

Accounts

3,255

Average account

$168K

Employees

20

Advisory reps

9

Registered since

2019

Jurisdictions

18

As reported in the firm's July 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Portfolio Management for Businesses or Institutional Clients

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 3 of 5

• David Aaron Lee Chief Executive Officer CRD 5375384
• James Lee Mackey President CRD 2634808
• James Brent Leas Chief Compliance Officer CRD 4608922

2 more executive officers, with direct contact details

Advisory reps 3 of 9

• Elijah David Freeman Insurance Agent · Investment Adviser Rep CRD 7441334
• Graham Mcdaniel Funderburk Insurance Agent · Investment Adviser Rep CRD 7767994
• Isaac B Johnson Investment Adviser Rep CRD 7007786

6 more advisory reps, with emails, phones and branch locations

Location

Headquarters

1001 S 52nd St Ste 100
Rogers, AR 72758

County

Benton

Metro area

Fayetteville-Springdale-Rogers, AR

Region

South

Registrations

• SEC registered
• Registered in 18 jurisdictions
• Website: mach-1financial.com

Every state, with registration dates

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