RIA Intel›Advisers›Texas›MJR FINANCIAL LLC

MJR FINANCIAL LLC

Advisory

N·AUSTIN, TX

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

Total AUM

$245M

1-Year AUM Growth

+32.9%

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$245M

Discretionary AUM$243M

Non-Discretionary AUM$1M

Discretionary %99.4%

Total Clients185

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record4

First FilingJul 10, 2023

Latest FilingFeb 2, 2026

🔒 Full AUM trend chart and 4 historical filings spanning 3+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on MJR FINANCIAL LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.