Investment adviser · CRD 160128
M GROUP
Investment adviser filing (IA)
M GROUP INVESTMENT ADVISOR, LLC
· Form ADV filed Mar 16, 2026
- Regulatory AUM
- $344M Form ADV · Item 5.F
- Client accounts
- 448 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 62 | $245,986,175 | 71.6% |
| High-net-worth individuals | 95 | $55,449,685 | 16.1% |
| Individuals | 291 | $42,106,736 | 12.3% |
Filing source
Form ADV 2062490 · Mar 16, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 16, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
CRD 160128
Filing source
Form ADV 2062490 · Mar 16, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.