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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 100m 1b

MISSION TRAILS FINANCIAL

SOUTHERN STYLE FINANCIAL, INC., CRD 173836

SAN DIEGO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9c9b225e-cebf-7f90-89c4-041a0aa49ece

Data as of Feb 27, 2024 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:28 PM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 10
On other graphs: 0
Observed: Dec 10, 2021 to Feb 27, 2024
7 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $168MItem 5.F on the latest filing (2024-02-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $150M
Private client RAUM: $139MderivedItem 5.D individuals plus high net worth individuals
Private client share: 83%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 6
Advisory employees: 4
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 985
Individual clients: 269
High net worth clients: 48
Custody, client assets: $129M
SEC number: 801-123021
CRD: 173836
Filings on the tape: 7
First filed: Dec 10, 2021
Latest filed: Feb 27, 2024
Organised: Corporation, California
Website: missiontf.com

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
KLINE, BRIGAND, WADE	CHIEF OPERATIONS OFFICER	Na	yes	07/2015	Dec 10, 2021	Feb 27, 2024
KLINE, KRISTEN, NICOLE	PRINCIPAL, CHIEF COMPLIANCE OFFICER	E	yes	10/2014	Dec 10, 2021	Feb 27, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
JOHN KEVAN	n/a	n/a	n/a	N	no	n/a
LAILA KHOSROABADI	n/a	n/a	n/a	N	no	n/a
STEVEN F. BLISS	n/a	n/a	n/a	N	no	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	2	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2023	Feb 27, 2024	$168M	$150M	6	4	1	n/a	n/a
2022	Feb 16, 2023	$131M	$119M	6	4	1	n/a	n/a
2021	Mar 29, 2022	$121M	$109M	6	6	1	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2023	$168M	$131M	28.6%	n/a	n/a	6	6	1	1

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
NEWEDGE ADVISORS	2	Feb 18, 2025	Jan 29, 2025	BIGFORK, MT	Team lift out	RIA to ibd	100.0%
NEWEDGE ADVISORS	4	Jan 31, 2025	May 22, 2025	SAN DIEGO, CA	Firm absorbed	RIA to ibd	66.7%

Relationships

Controls (2)

← KLINE, BRIGAND, WADEOwnerCHIEF OPERATIONS OFFICER, ownership code NA, individual
Dec 10, 2021 to presentfactForm ADV
← KLINE, KRISTEN, NICOLEOwnerPRINCIPAL, CHIEF COMPLIANCE OFFICER, ownership code E, individual
Dec 10, 2021 to presentfactForm ADV

Moved with (1)

→ NEWEDGE ADVISORSRegistered adviser4 advisors, firm absorbed, same day
Jan 31, 2025 to May 22, 2025factForm ADV

Registered with (6)

← BRIGAND WADE KLINEAdvisorregistration: previous registration
Jul 27, 2015 to Feb 18, 2025factForm ADV
← KRISTEN NICOLE KLINEAdvisorregistration: previous registration
Feb 12, 2015 to Feb 18, 2025factForm ADV
← STEVEN FARLEY BLISSAdvisorregistration: previous registration
Nov 6, 2015 to Jan 31, 2025factForm ADV
← Laila KhosroabadiAdvisorregistration: previous registration
Oct 2, 2015 to Jan 31, 2025factForm ADV
← JOHN M KEVANAdvisorregistration: previous registration
Sep 17, 2015 to Jan 31, 2025factForm ADV
← Bryan Eugene PridmoreAdvisorregistration: previous registration
Dec 10, 2019 to Jan 31, 2025factForm ADV

Dated events

Occurred
Feb 18, 2025
Team lift-out
2 advisors left Mission Trails Financial (Bigfork, MT) for Newedge Advisors on the same day
Form ADVobserved 5 days ago
2 advisors
Occurred
Feb 18, 2025
Advisor changed firm
Brigand Wade Kline left Mission Trails Financial for Newedge Advisors (registered 2025-01-29)
Form ADVobserved 5 days ago
Occurred
Feb 18, 2025
Advisor changed firm
Kristen Nicole Kline left Mission Trails Financial for Newedge Advisors (registered 2025-01-29)
Form ADVobserved 5 days ago
Occurred
Feb 3, 2025
Left the SEC roster
Mission Trails Financial no longer on the SEC adviser roster (last listed 2025-01-02, RAUM $168.0M)
Form ADVobserved 5 days ago
$168M
Occurred
Jan 31, 2025
Firm absorbed
Mission Trails Financial's advisors moved to Newedge Advisors (San Diego, CA): 4 of 6 registered, on the same day
Form ADVobserved 5 days ago
4 advisors
Occurred
Jan 31, 2025
Advisor changed firm
Steven Farley Bliss left Mission Trails Financial for Newedge Advisors (registered 2025-03-18)
Form ADVobserved 5 days ago
Occurred
Jan 31, 2025
Advisor changed firm
Bryan Eugene Pridmore left Mission Trails Financial for Newedge Advisors (registered 2025-01-31)
Form ADVobserved 5 days ago
Occurred
Jan 31, 2025
Advisor changed firm
Laila Khosroabadi left Mission Trails Financial for Newedge Advisors (registered 2025-05-22)
Form ADVobserved 5 days ago
Occurred
Jan 31, 2025
Advisor changed firm
John M Kevan left Mission Trails Financial for Newedge Advisors (registered 2025-03-04)
Form ADVobserved 5 days ago
Occurred
Dec 10, 2021
First Form ADV filing
Mission Trails Financial filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9c9b225e-cebf-7f90-89c4-041a0aa49ece
First observed: Dec 10, 2021
Last observed: Feb 27, 2024 31 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MISSION TRAILS FINANCIAL

SOUTHERN STYLE FINANCIAL, INC., CRD 173836

SAN DIEGO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9c9b225e-cebf-7f90-89c4-041a0aa49ece

Data as of Feb 27, 2024 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:28 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

KLINE, BRIGAND, WADE

CHIEF OPERATIONS OFFICER

yes

07/2015

Dec 10, 2021

Feb 27, 2024

KLINE, KRISTEN, NICOLE

PRINCIPAL, CHIEF COMPLIANCE OFFICER

yes

10/2014

Dec 10, 2021

Feb 27, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

JOHN KEVAN

n/a

LAILA KHOSROABADI

n/a

STEVEN F. BLISS

n/a

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2023

Feb 27, 2024

$168M

$150M

n/a

2022

Feb 16, 2023

$131M

$119M

n/a

2021

Mar 29, 2022

$121M

$109M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2023

$168M

$131M

28.6%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

NEWEDGE ADVISORS

Feb 18, 2025

Jan 29, 2025

BIGFORK, MT

Team lift out

RIA to ibd

100.0%

NEWEDGE ADVISORS

Jan 31, 2025

May 22, 2025

SAN DIEGO, CA

Firm absorbed

RIA to ibd

66.7%