Mars Jewett Financial Group, Inc.
- Regulatory AUM
- $901M
- Discretionary
- $896M
- Clients
- 717
- Avg AUM / client
- $1.3M
- Accounts
- 2,115
- Employees
- 16
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 346 | $112M | 12.4% |
| High net worth individuals | 371 | $789M | 87.6% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brian Glenn Mars | President | CFP | Jul 2013 (13y) | 25% – 50% |
| Elizabeth Ann Sowle | Investment Adviser Representative | Jul 2018 (8y) | 10% – 25% | |
| Scott Robert Jewett | Chief Executive Officer | CFP | Jul 2018 (8y) | 25% – 50% |
| Mars, Glenn, Robert | President Emeritus | Aug 2020 (6y) | 10% – 25% | |
| John, Manoj, Kaiyooril | Chief Compliance Officer | May 2023 (3y) | Less than 5% | |
| Lucas Robert Baker | Registered representative | CFP | May 2022 (4y) | |
| John Leonard Wright | Registered representative | CFP | Dec 2022 (4y) | |
| Andrew Christopher Hall | Registered representative | Jul 2023 (3y) | ||
| Brock Buchanan Mackenzie | Registered representative | Feb 2025 (1y) |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 908 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- National Financial Services (Fidelity) $893M (99% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗