M Group Investment Advisor, LLC
● SEC registered since 2020CRD 160128SEC# 801-119994
Reg. AUM
$343.5M
Employees
2
Accounts
448
Location
—
M Group Investment Advisor, LLC assets under management
M Group Investment Advisor, LLC is an SEC-registered investment adviser. The firm has been registered since 2020. It reports $343.5 million in regulatory assets under management and employs 2 people.
M Group Investment Advisor, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John Andrew Marcelia Control | Ceo/Cco/Managing Member | Over 75% | 2017 |
| M Group Advisor Holdings Inc Control | Ceo | Over 75% | 2015 |
| John Andrew Marcelia Control | President/Secretary/Treasurer | Over 75% | 2015 |
Frequently asked questions
How much does M Group Investment Advisor, LLC manage?
M Group Investment Advisor, LLC reports $343.5 million in regulatory assets under management on its Form ADV.
How many employees does M Group Investment Advisor, LLC have?
M Group Investment Advisor, LLC reports 2 employees.
Does M Group Investment Advisor, LLC disclose fund performance?
M Group Investment Advisor, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 541-708-1922 |
| Fax | 888-473-4147 |
| Office hours | 9:00a.m. To 4:00p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$343.5M▲ 15%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 58%
Larger than 42% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$343.5Mregulatory AUM
Discretionary $256.9MNon-discretionary $86.6M