# MTM FINANCIAL GROUP, LLC

MTM FINANCIAL GROUP, LLC of BETHLEHEM, PA is an SEC-registered investment adviser.

## Registration

- CRD: 147221
- Type: SEC-registered investment adviser
- SEC file number: 801-97342
- Location: 4505 HANOVERVILLE ROAD, BETHLEHEM, PA, 18020
- Phone: 610-746-7007
- Latest filing: 2026-03-25
- Regulatory AUM: $771.6M
- Discretionary AUM: $771.6M
- Clients: 16
- Accounts: 3,276

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Corporations

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| [Gene Richard Dickison](https://search.stillhousedata.com/person/726757) | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER | — |
| [DICKISON GENE RICHARD](https://search.stillhousedata.com/person/832823) | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| [Mark Belcak](https://search.stillhousedata.com/person/971992) | PRESIDENT | — |
| [Chad David Rupprecht](https://search.stillhousedata.com/person/971993) | CHIEF OPERATING OFFICER | — |
| [Diane Marie Dickison](https://search.stillhousedata.com/person/971994) | CHIEF FINANCIAL OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/147221/brochure
- Similar advisers: https://search.stillhousedata.com/firm/147221/similar
- Related entities: https://search.stillhousedata.com/firm/147221/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/147221

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.