MG FINANCIAL LLC

CRD 107649File 801-52511

APPROVED

Retail clients

Custody

Filing as of Mar 24, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.13B

Above cohort median (national)

Discretionary AUM

$1.13B

Clients

137

137 accounts

Employees

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.