Wealth manager, wrap-program sponsor · Detroit Lakes, MN
Mann Financial Group
Mann Financial Services, Inc. · SEC-registered investment adviser · CRD 297878 · SEC 801-114944
At a glance
Mann Financial Group is an SEC-registered investment adviser based in Detroit Lakes, Minnesota, with $396 million in regulatory assets under management as of its Form ADV filed February 3, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 585 individual clients. By Form ADV it is a wealth manager (wrap-program sponsor), ranked 3,524th of 8,915 wealth managers and 8,848th of 17,210 SEC-registered advisers by assets.
Main office 218-844-9109mannfinancialmn.comAs filed on Form ADV
- Regulatory AUM
- $396M
- Rank among wealth managers
- #3,524 of 8,915
- Rank among all SEC RIAs
- #8,848 of 17,210
- Rank in Minnesota
- #160 of 276
- Individual clients
- 585
- High-net-worth clients
- 97
- Accounts
- 1,105
- Discretionary
- 85% of AUM
- Employees
- 5
- Advisory staff
- 2
- Offices
- 1
Owners and executives on its Form ADV
- Brian E. MannPartner & Chief Compliance Officer
- Kevin M. MannPrincipal
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 97 | $197M | 50% |
| Individuals | 488 | $132M | 33% |
| Pension and profit sharing plans | 6 | $60M | 15% |
| Charitable organizations | 6 | $8M | 2% |
Disciplinary disclosures
Mann Financial Group reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Pension consulting
- Selecting other advisers
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗mannfinancialmn.com ↗
AtlasMembers
The full record on Mann Financial Group
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 6 years of filings
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- Growth over one, three and five years
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- Rank against 6,063 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Mann Financial Group manage?
Mann Financial Group reports $396 million in regulatory assets under management across 1,105 accounts, 85% of it on a discretionary basis, on its Form ADV filed February 3, 2026.
What kind of firm is Mann Financial Group?
Mann Financial Group is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Mann Financial Group’s clients?
By assets, its largest client types are high-net-worth individuals ($197 million, 97 clients); individuals ($132 million, 488 clients); pension and profit sharing plans ($60 million, 6 clients).
Does Mann Financial Group have any disciplinary history?
Mann Financial Group reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Mann Financial Group’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-02-03), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →