MONTEVIDEO, MNCRD 297716Latest ADV February 26, 2026
Mjt & Associates Financial Advisory Group, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Montevideo, MN. Its latest Form ADV filing, dated February 26, 2026, reports $199M in regulatory assets under management, 2 employees, 1 office, and 883 accounts.
Assets Under Management
$199M
Employees
2
Offices
1 office
Total Clients
317
Primary office
MONTEVIDEO, MN
1315 GROVE AVE, SUITE 5, MONTEVIDEO, MN, United States
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 76.3% of total clients.
Top client categories% of clientsClients
1
Individuals
76.3%
242
2
HNWI
20.2%
64
3
Pension Plans
2.2%
7
4
Corporations
0.9%
3
5
Charitable
0.3%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$199Mas of February 26, 2026
Discretionary95.0%
$189M
95% of total RAUM95.0%
Non-discretionary5.0%
$10M
5% of total RAUM5.0%
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$199M
Total Accounts883
10Y AUM Change+$79M (+66.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee159:1
10Y Employee Change-3 (-60.0%)
* 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.