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MRA ADVISORY GROUP
CRD 287933File 801-110363
APPROVED
Retail clients
Disclosure events
Filing as of Aug 3, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$361.3M
Below cohort median (national)
Discretionary AUM
$347.7M
Non-discretionary $13.6M
Clients
504
1,993 accounts
Employees
13
Below cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- May 16, 2017
- Principal office
- 2639 FRUITVILLE RD, SUITE 103, SARASOTA, FL, 34237
- Phone
- 844.672.7623
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $361.3M
- Discretionary AUM
- $347.7M
- Non-discretionary AUM
- $13.6M
- Discretionary accounts
- 1,754
- Non-discretionary accounts
- 239
- Total accounts
- 1,993
- AUM per client
- $717K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 125 | $257.2M |
| Pension and profit sharing plans | 7 | $1.1M |
| Individuals (other than high net worth individuals) | 372 | $103.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Subscription fees
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- 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 11- Q11
- Q11C2
- Q11C4
- Q11C5
- Q11D1
- Q11D5
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.