RIA Intel›Advisers›Texas›MRM FINANCIAL ADVISORS, LLC

MRM FINANCIAL ADVISORS, LLC

Advisory

FRISCO, TX

Data as of Mar 23, 2026 · Source: SEC Form ADV

Rank in TX

#1,548

of 2,813 advisers by AUM

Average account

$1M

across 53 accounts

AUM per adviser

$26M

3 advisers

Source: SEC Form ADV. Figures as filed Mar 23, 2026.

Total AUM

$77M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$77M

Discretionary AUM$62M

Non-Discretionary AUM$15M

Discretionary %80.5%

Total Clients53

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InLA, TX

Succession Risk

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

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Peer Benchmarking

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

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Owners & Officers

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

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Client Demographics

53 clients

46 high-net-worth

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

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