M Group is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated March 16, 2026, reports $344M in regulatory assets under management, 2 employees, 3 offices, and 448 accounts.
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 segmentIndividuals represent 65.0% of total clients.
Top client categories% of clientsClients
1
Individuals
65.0%
291
2
HNWI
21.2%
95
3
Pension Plans
13.8%
62
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$344Mas of March 16, 2026
Discretionary74.8%
$257M
75% of total RAUM74.8%
Non-discretionary25.2%
$87M
25% of total RAUM25.2%
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$344M
Total Accounts448
10Y AUM Change+$163M (+90.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee224:1
10Y Employee Change-1 (-33.3%)
* 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.