RIA Intel›Advisers›Oregon›MAR FINANCIAL GROUP LLC

MAR FINANCIAL GROUP LLC

Advisory

OR

Data as of Apr 2, 2026 · Source: SEC Form ADV

Average account

$216K

across 103 accounts

AUM per adviser

$22M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 2, 2026.

Total AUM

$22M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$22M

Discretionary AUM$22M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients38

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOR, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

38 clients

6 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in OR

Closest by assets under management. All figures from Form ADV.

RUTHERFORD INVESTMENT MANAGEMENT LLC

$22M

STRATEGIC INVESTMENT ADVISORS, INC.

$23M

CAPITAL INCOME MANAGEMENT, LLC

$23M

PIHL FINANCIAL PLANNING LLC

$23M

HEAD TO TOE FINANCIAL PLANNING LLC

$23M

ALONGSIDE FINANCIAL PARTNERS, LLC

$21M

Get the full picture on MAR FINANCIAL GROUP LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track MAR FINANCIAL GROUP LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans