SourcingSourcing

MARS JEWETT FINANCIAL GROUP, INC.

C24
CRD 297388·SEC 801-113548·BELLEVUE, WA
AUM
$901.4M
$500M-$1B
Est. Revenue
$9.0M
@ 1% on AUM
Est. EBITDA
$2.7M
@ 30% margin
Est. Deal Value
$21.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MARS JEWETT FINANCIAL GROUP, INC.
CRD
297388
SEC file #
801-113548
EIN
270023092
DBA names
Marsjewett Financial Group

Economics

AUM
$901.4M
AUM band
$500M-$1B
AUM trajectory
'20'26
$336.7M → $901.4M▲ +168%
Client mix
Individuals High Net Worth371
Individuals Other346

Operations

Employees (total)
16
Advisory staff (per ADV)
7
Advisory staff (5-yr trend)
'20'26
5 advisors → 7 advisors▲ +40%
Primary office
BELLEVUE WA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
marsjewett.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
JEWETT, SCOTT, ROBERT
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
5
Control Persons
JEWETT, SCOTT, ROBERT
MARS, BRIAN, GLENN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
MARSJEWETT.COM
Rdap Domain Creation Date
2002-06-22T00:49:41Z
Rdap Firm Age Years
24
Rdap Firm Age Band
20+y
Rdap Registrar
Register.com - Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002079098
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2026-02-17
Edgar Last Filing Date
2026-05-15
Edgar 13f Count
2
Edgar 13f Latest AUM Estimate
Filing Date2026-05-15
Accession0002079098-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
7
Bc Firm IAR Count
7
Custodian Candidates
Full
E*trade4
Fidelity2
Edgar Addresses
Mailing
11235 SE 6TH STREETSUITE 110BELLEVUE, WA 98004
Business
11235 SE 6TH STREETSUITE 110BELLEVUE, WA 98004
Edgar EIN
270023092
Edgar Recent Filings
13F-HR2026-05-15 · 0002079098-26-000002
13F-HR2026-02-17 · 0002079098-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-06-22T00:49:41Z
Rdap Domain Last Changed
2026-05-22T06:56:34Z
Rdap Nameservers
Dns101.register.comDns102.register.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
2587905
Trust Company Affiliate
No

People (9)

9
MARS, BRIAN, GLENN
IAR · Direct Owner · 37.5%
4694440
JEWETT, SCOTT, ROBERT
IAR · Direct Owner · 37.5%
2587905
SOWLE, ELIZABETH, ANN
IAR · Direct Owner · 17.5%
4328630
GLENN ROBERT MARS
Direct Owner · 17.5%
728441
John, Manoj, Kaiyooril
Executive Officer · 2.5%
6938502
John Leonard Wright
IAR
7238917
Andrew Christopher Hall
IAR
7780634
Brock Buchanan Mackenzie
IAR
7380205
Lucas Robert Baker
IAR
7135210