← Directory
MARQUIS WEALTH MANAGEMENT GROUP
Legal name: MNS FINANCIAL MANAGEMENT, L.L.C.
CRD 116604File 801-60851
APPROVED
Retail clients
Custody
Filing as of Apr 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$489.2M
Above cohort median (national)
Discretionary AUM
$82.6M
Non-discretionary $406.6M
Clients
321
955 accounts
Employees
9
Above cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jan 15, 2002
- Principal office
- 6208 WHISKEY CREEK DRIVE, FORT MYERS, FL, 33919
- Phone
- 239-454-1117
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $489.2M
- Discretionary AUM
- $82.6M
- Non-discretionary AUM
- $406.6M
- Discretionary accounts
- 120
- Non-discretionary accounts
- 835
- Total accounts
- 955
- AUM per client
- $1.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 12 | $2.6M |
| High net worth individuals | 103 | $386.6M |
| Pension and profit sharing plans | 8 | $21.6M |
| Individuals (other than high net worth individuals) | 198 | $78.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- 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 |
|---|---|---|---|
| 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.