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| Keyboard |
| M Group Investment Advisor LLC
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|---|---|
| CRD # | 160128 |
| SEC # | 801-119994 |
| CIK # | |
| AUM | 343.5 M (2026-03-16) |
| Employees | 2 (100% Investors, 50% Brokers) |
| Phone | 541-708-1922 |
| Address | |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 291 | 42.1 |
| (b) Individuals (high net worth individuals) | 95 | 55.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 62 | 246.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 448 | 343.5 |
| By Discretionary | ||
| Discretionary | 409 | 256.9 |
| Non-Discretionary | 39 | 86.6 |
| Total | 448 | 343.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 343.5 | |
| United States Persons | 0.0 | |
| Total | 448 | 343.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Crescent Advisor Group Inc
✚
|
TX | 344.4 M |
|
Walser Wealth Management Company A Limited Liability Company
✚
|
FL | 344.1 M |
|
Kellett Wealth Advisors LLC
✚
|
OH | 344.0 M |
|
Pachira Investments Inc
✚
|
CA | 343.9 M |
|
Bourne Lent Asset Management Inc
✚
|
NY | 343.9 M |
|
Victrix Investment Advisors LLC
✚
|
FL | 343.3 M |
|
Vertrix Wealth Management LLC
✚
|
MI | 343.2 M |
|
Martha's Vineyard Investment Advisors LLC
✚
|
MA | 342.9 M |
|
Ballast Financial Advisors LLC
✚
|
PA | 342.6 M |
|
MBA Advisors LLC
✚
|
PA | 342.6 M |