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M GROUP
Legal name: M GROUP INVESTMENT ADVISOR, LLC
CRD 160128File 801-119994
APPROVED
Retail clients
Filing as of Mar 16, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$343.5M
Below cohort median (national)
Discretionary AUM
$256.9M
Non-discretionary $86.6M
Clients
448
448 accounts
Employees
2
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Dec 18, 2020
- Principal office
- Not reported
- Phone
- 541-708-1922
- Website
- http://www.planwithm.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $343.5M
- Discretionary AUM
- $256.9M
- Non-discretionary AUM
- $86.6M
- Discretionary accounts
- 409
- Non-discretionary accounts
- 39
- Total accounts
- 448
- AUM per client
- $767K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 95 | $55.4M |
| Pension and profit sharing plans | 62 | $246.0M |
| Individuals (other than high net worth individuals) | 291 | $42.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- 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.