MRWM Advisors LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
New Features
Latest Fund Raises
Related People
Fund Service Providers
Startup & Company Raises
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Keyboard
MRWM Advisors LLC
CRD #288944
SEC #801-110818
CIK #0001732949
AUM 431.7 M (2026-03-09)
Employees 5 (80% Investors, 0% Brokers)
Fees
Minimum
Phone615-647-5882
Address1614 16th Avenue South
Nashville, TN 37212
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram]
Total AUM ($M)
4503602701809002010201520212027
Fees and Compensation — Form ADV Part 2A (3/9/2026) [Brochure]
Item 5: Fees and Compensation
  A.​ Adviser is compensated for its advisory services primarily by fees charged based on a client’s
      assets under management with Adviser. Adviser alternatively offers financial planning services
      and consulting services on a fixed fee basis, with financial planning fees ranging between $1,000
      to $5,000 per annum and consulting fees ranging up to $20,000 depending on the nature and
      scope of the consulting services to be rendered by Adviser. Fees are negotiable, and each
      client’s specific fee schedule is included as part of the investment advisory agreement signed by
      Adviser and the client.​
      ​
      Adviser’s Non Fixed Income fee schedule is included below:​

           Client Assets Under Management                                Annual Fee Percentage
                                                                            (paid quarterly)
                 From $0 to $1,000,000                                           1.25%
             From $1,000,001 to $3,000,000                                       0.85%
             From $3,000,001 to $5,000,000                                       0.75%
                   Above $5,000,000                                              0.60%

      Adviser’s standard Fixed Income fee is 0.30% per annum of fixed income assets under Adviser’s
      management.

  B.​ The fee schedule above is a “tiered” or “blended” fee schedule, which means that different annual
      fee percentages will apply to different ranges of client assets under Adviser’s management. Fees
      are deducted in advance on a quarterly basis from clients’ assets and based upon the market
      value of such assets managed by Adviser as of the last business day of the prior calendar
      quarter. Outstanding margin balances and cash are included in the assets upon which fees are
      assessed.​

  C.​ In addition to the fees charged by Adviser, clients will incur brokerage and other transaction costs.
      Please refer to Item 12: Brokerage Practices, for further information on such brokerage and other
      transaction-related practices. Depending on the specific investment products held in a client’s
      account and the services provided, a client may also incur additional fees and costs charged by
      other independent and unaffiliated third-parties. Such additional fees and costs may include, but
      are not necessarily limited to, the internal fees and costs of an investment product (like a mutual
      fund or exchange traded fund), margin interest, account or asset transfer fees, subadvisory or
      third-party investment manager fees, account type fees, early redemption charges, market-maker
      or bid-ask spreads, retirement plan fees, fees for receiving paper copies of documents in lieu of
      electronically-delivered documents, other fees and taxes on brokerage accounts and securities
      transactions, and fees and costs as charged to investors in the Funds. Fees assessed by
      Third-Party Advisers are also generally in addition to Adviser’s fees. These additional charges are
      separate and apart from the fees charged by Adviser. Lower fees for comparable services may be
      available from other sources.

  D.​ Fees for the initial quarter will be based on gross value of the assets designated to be under
      Adviser’s management as of the last business day of such initial quarter and charged in arrears. If
      Adviser or client terminates the advisory agreement before the end of a quarterly billing period,
      the pro rata fees earned through the effective date of the termination will be billed to the client.
      Fees are prorated for intra-quarter Client inflows (deposits) in excess of $50,000. Any such
      additional pro-rated fees will be assessed in the quarterly billing cycle immediately following the
      client in-flow (deposit).

  E.​ Neither Adviser nor any of its supervised persons accepts compensation for the sale of securities
      or other investment products.

                                      Date of Brochure: March 09, 2026
Account Minimums and Types of Clients — Form ADV Part 2A (3/9/2026) [Brochure]
Item 7: Types of Clients
Adviser generally provides its services to individuals, high-net-worth individuals, trusts, estates, business
entities, charitable organizations, and pension and profit sharing plans. The minimum account value
required to open and maintain an account with Adviser is $500,000, subject to negotiation. Please note
that the Third-Party Advisers retained by Adviser may separately impose minimum account value
requirements.

                                         Date of Brochure: March 09, 2026
Sector Form 13F Holdings Value ($M)
ETFS Gold Trust 26.3
Apple Inc 13.0
Kroger Co 4.6
Alphabet Inc 4.5
AbbVie Inc 4.5
Lam Research Corp 4.5
Cisco Systems Inc 4.3
International Business Machines Corp 4.2
Merck & Co Inc 4.2
Lockheed Martin Corp 4.2
View All
Holdings by Sector ($M)
90072054036018002017202020232027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 293 111.7
(b) Individuals (high net worth individuals) 56 300.3
(c) Banking or thrift institutions 0 0.6
(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 1.1
(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 17.9
(n) Other 0 0.0
Total 1,068 431.7
By Discretionary
Discretionary 1,068 431.7
Non-Discretionary 0 0.0
Total 1,068 431.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 431.7
Total 1,068 431.7
EDGAR Form CIK 2011 - 2026
13F-HR [0001732949]
13F-NT [0001732949]
Firm Profile (Form ADV)
Clients10
ServesInstitutional, Retail
Comparable Firms State AUM
Santori & Peters Inc
PA 433.5 M
Robinswood Financial LLC
WA 433.3 M
Lisanti Capital Growth LLC
NY 432.5 M
TRED Avon Family Wealth LLC
MD 431.9 M
FSB Premier Wealth Management Inc
IA 431.7 M
NBZ Investment Advisors LLC
TN 431.2 M
Prospect Financial Services LLC
NY 431.0 M
MWM Group LLC
NY 431.0 M
Causey Public Finance LLC
430.9 M
Castle Wealth Management LLC
FL 430.1 M
Terms | Privacy | Providers | Companies | Guide
tony@aum13f.com