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MRA ADVISORY GROUP
CRD 287933File 801-110363
APPROVED
Retail clients
Disclosure events
Filing as of Aug 3, 2026
Feed vintage Oct 1, 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
- Website
- http://www.mraadvisory.us
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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 12 | 13 | increased by1 |
| Apr 1, 2026 | Clients | 401 | 504 | increased by103 |
| Apr 1, 2026 | AUM | $293,619,805 | $361,273,117 | increased by$67,653,312 |
| Apr 1, 2026 | Accounts | 401 | 1,993 | increased by1,592 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 16 | 12 | decreased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 387 | 401 | increased by14 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $214,059,213 | $293,619,805 | increased by$79,560,592 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,042 | 401 | decreased by641 |
| Apr 1, 2022 | Clients | 364 | 387 | increased by23 |
| Apr 1, 2022 | AUM | $169,062,384 | $214,059,213 | increased by$44,996,829 |
| Apr 1, 2022 | Accounts | 1,085 | 1,042 | decreased by43 |
| 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 “MRA ADVISORY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MRA ADVISORY” 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.