Firm profile

M3 ADVISORY GROUP, LLC

NEEDHAM HEIGHTS, MACRD 156208Latest ADV April 15, 2026

M3 Advisory Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Needham Heights, MA. Its latest Form ADV filing, dated April 15, 2026, reports $342M in regulatory assets under management, 6 employees, 2 offices, and 671 accounts.

Assets Under Management
$342M
Employees
6
Offices
2 offices
Total Clients
341
Primary office
NEEDHAM HEIGHTS, MA
60 KENDRICK STREET, SUITE 203, NEEDHAM HEIGHTS, MA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links
Phone(781) 371-2670
WebsiteNot reported
LinkedInNot reported

Leadership

1 roles identified
CCONicholas P. Jeffries

Advisory services offered

4 types reported
Financial Planning Services
Pension consulting services
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentHNWI represent 90.0% of total clients.
Top client categories% of clientsClients
1
HNWI
90.0%
307
2
Individuals
10.0%
34
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$342Mas of April 15, 2026
Discretionary89.8%
$307M
90% of total RAUM89.8%
Non-discretionary10.2%
$35M
10% of total RAUM10.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$342M
Total Accounts671
10Y AUM Change+$198M (+137.5%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees6
Clients per Employee57:1
10Y Employee Change+3 (+100.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.