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| MJR Financial LLC
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|---|---|
| CRD # | 289923 |
| SEC # | 801-128543 |
| CIK # | |
| AUM | $244.7 M (2026-02-02) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 512-853-9597 |
| Address | 1207 W Mary Street Austin, TX 78704 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 121 | 28.0 |
| (b) Individuals (high net worth individuals) | 83 | 212.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 5 | 1.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 2.3 |
| (n) Other | 0 | 0.0 |
| Total | 783 | 244.7 |
| By Discretionary | ||
| Discretionary | 779 | 243.3 |
| Non-Discretionary | 4 | 1.4 |
| Total | 783 | 244.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 244.7 | |
| Total | 783 | 244.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Cannon Wealth Management Services LLC
✚
|
NC | 0.2 |
|
W Advisors LLC
✚
|
TN | 0.2 |
|
Integras Partners LLC
✚
|
GA | 0.2 |
|
Merrion Investment Management Co LLC
✚
|
NJ | 0.2 |
|
Clear Ridge Wealth Management LLC
✚
|
MI | 0.2 |
|
Boyce & Associates Wealth Consulting Inc
✚
|
TX | 0.2 |
|
Lederer & Associates Investment Counsel
✚
|
CA | 0.2 |
|
Bazis Private Wealth LLC
✚
|
NE | 0.2 |
|
Richardson Wealth USA Limited
✚
|
0.2 | |
|
CFO Capital Management LLC
✚
|
CT | 0.2 |