Mra Advisory Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in Sarasota, FL. Its latest Form ADV filing, dated April 22, 2026, reports $361M in regulatory assets under management, 13 employees, 5 offices, and 1,993 accounts.
Assets Under Management
$361M
Employees
13
Offices
5 offices
Total Clients
504
Primary office
SARASOTA, FL
2639 FRUITVILLE RD, SUITE 103, SARASOTA, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Subscription fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 73.8% of total clients.
Top client categories% of clientsClients
1
Individuals
73.8%
372
2
HNWI
24.8%
125
3
Pension Plans
1.4%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$361Mas of April 22, 2026
Discretionary96.2%
$348M
96% of total RAUM96.2%
Non-discretionary3.8%
$14M
4% of total RAUM3.8%
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$361M
Total Accounts1,993
10Y AUM Change+$361M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee39:1
10Y Employee Change+12 (+1200.0%)
* 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.