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Mra Advisory Group

● SEC registered since 2017CRD 287933SEC# 801-110363Sarasota, FL
Export (members)
Reg. AUM
$361.3M
Employees
13
Accounts
1,993
Location
Sarasota, FL

Mra Advisory Group assets under management

Mra Advisory Group is an investment advisory firm registered with the SEC based in Sarasota, FL. The firm has been registered since 2017. It reports $361.3 million in regulatory assets under management and employs 13 people.

Mra Advisory Group owners & executives

2 reported
NameTitleOwnershipSince
Adam Charles AndersonDirector Of Alternative Investments10-25%2017
Marco Lima ControlManaging Member, CcoOver 75%2017

Frequently asked questions

How much does Mra Advisory Group manage?

Mra Advisory Group reports $361.3 million in regulatory assets under management on its Form ADV.

How many employees does Mra Advisory Group have?

Mra Advisory Group reports 13 employees.

Where is Mra Advisory Group located?

Mra Advisory Group is based in Sarasota, FL and has been SEC-registered since 2017.

Does Mra Advisory Group disclose fund performance?

Mra Advisory Group is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2639 Fruitville Rd, Suite 103, Sarasota, FL 34237
Phone844.672.7623
Office hours9 a.m. To 5 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyYes

Regulatory AUM

$361.3M▲ 23%
Feb '25 — $293.6MMar '25 — $293.6MApr '25 — $293.6MMay '25 — $293.6MJun '25 — $293.6MJul '25 — $293.6MAug '25 — $293.6MSep '25 — $293.6MOct '25 — $293.6MNov '25 — $293.6MDec '25 — $293.6MJan '26 — $293.6MFeb '26 — $293.6MMar '26 — $361.3MApr '26 — $361.3MMay '26 — $361.3MJun '26 — $361.3M
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 57%
Larger than 43% of 16,271 advisers
EmployeesTop 34%
More than 66% of 16,825 advisers

Assets under management

$361.3Mregulatory AUM
Discretionary $347.7MNon-discretionary $13.6M