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MRA ADVISORY GROUP

Advisory

N·SARASOTA, FL

Data as of Jul 24, 2026 · Source: SEC Form ADV

Total AUM

$361M

1-Year AUM Growth

+15.2%

3-Year CAGR

+12.8%

Employees

8

Assets Under Management

Total AUM$361M

Discretionary AUM$348M

Non-Discretionary AUM$14M

Discretionary %96.2%

Total Clients401

Team

Total Employees8

Investment Advisers13

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record34

First FilingMar 31, 2017

Latest FilingJul 24, 2026

🔒 Full AUM trend chart and 34 historical filings spanning 9+ 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 MRA ADVISORY GROUP

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