← Directory

MJT & ASSOCIATES FINANCIAL ADVISORY GROUP, INC.

CRD 297716File 801-120971
APPROVED
Retail clients
Custody
Filing as of Feb 26, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$198.9M
Below cohort median (national)
Discretionary AUM
$189.0M
Non-discretionary $10.0M
Clients
317
883 accounts
Employees
2
Bottom 25% of cohort in MN

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
CHRO
Registration date
Apr 27, 2021
Principal office
1315 GROVE AVE, SUITE 5, MONTEVIDEO, MN, 56265
Phone
320-269-7889

Assets & accounts

ADV Item 5F
Total regulatory AUM
$198.9M
Discretionary AUM
$189.0M
Non-discretionary AUM
$10.0M
Discretionary accounts
876
Non-discretionary accounts
7
Total accounts
883
AUM per client
$628K

Clients by type

ADV Item 5D
Client typeClientsAUM
Other3$3.1M
Charitable organizations1$157K
High net worth individuals64$129.1M
Pension and profit sharing plans7$10.0M
Individuals (other than high net worth individuals)242$56.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • Hourly charges
  • A percentage of assets under your management

Advisory activities

  • Financial planning services
  • Selection of other advisers
  • Portfolio management for other
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
Yes
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

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

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.