MF
MACH-1 FINANCIAL GROUP, LLC
SEC RegisteredROGERS, ARhttps://mach-1financial.com479-876-2100
Assets Under Management
$500M–$1B
Employees
20
Office Locations
1 office
Total Accounts
3255
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthPension/Profit Sharing
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 1,405 | $301M |
| High Net Worth Individuals | 161 | $242M |
0 total clients reported on Form ADV.
Leadership
David Aaron Lee
PRESIDENT
Inc. Mach-1 Holdings
OWNER
David Aaron Lee
TRUSTEE OF THE LEE FAMILY TRUST
Connie Blackmon
CFO
Tammy Lawler
CHIEF COMPLIANCE OFFICER
Matthew Jordan Walters
COO
Office locations
1 office in 1 state
AR
ROGERSHQ
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
CRD number
#298195
SEC Number
801-118093
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee
Data as of April 13, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
mach-1financial.comPhone
479-876-2100Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. MACH-1 FINANCIAL GROUP, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.