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MG FINANCIAL LLC
CRD 107649File 801-52511
APPROVED
Retail clients
Custody
Filing as of Mar 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.13B
Above cohort median (national)
Discretionary AUM
$1.13B
Clients
137
137 accounts
Employees
9
Above cohort median in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Jul 26, 1996
- Principal office
- 30 BRAINTREE HILL OFFICE PARK, SUITE 104, BRAINTREE, MA, 02184
- Phone
- 781-848-1163
- Website
- HTTPS://WWW.MGFINANCIAL.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.13B
- Discretionary AUM
- $1.13B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 137
- Non-discretionary accounts
- 0
- Total accounts
- 137
- AUM per client
- $8.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $5.2M |
| High net worth individuals | 86 | $1.02B |
| Pooled investment vehicles | 21 | $92.6M |
| Individuals (other than high net worth individuals) | 29 | $6.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Hourly charges
- Other (described) — ANNUAL RETAINER FOR SERVICES NOT COVERED BY AN ASSET BASED FEE.
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 8 | 9 | increased by1 |
| Apr 1, 2026 | Clients | 115 | 137 | increased by22 |
| Apr 1, 2026 | AUM | $1,051,145,842 | $1,128,972,031 | increased by$77,826,189 |
| Apr 1, 2026 | Accounts | 116 | 137 | increased by21 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 7 | 8 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 8 | 7 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 117 | 115 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,252,015,531 | $1,051,145,842 | decreased by$200,869,689 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 117 | 116 | decreased by1 |
| Apr 1, 2022 | Clients | 119 | 117 | decreased by2 |
| Apr 1, 2022 | AUM | $1,181,600,030 | $1,252,015,531 | increased by$70,415,501 |
| Apr 1, 2022 | Accounts | 119 | 117 | decreased by2 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MG FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MG FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.