M GROUP INVESTMENT ADVISOR, LLC

M GROUP INVESTMENT ADVISOR, LLC is an SEC-registered investment adviser (CRD 160128). Regulatory assets under management: $343.5M.

Registration

• CRD: 160128
• SEC file number: 801-119994
• Type: Registered investment adviser
• Phone: 541-708-1922
• Latest filing: 2026-03-16
• Regulatory AUM: $343.5M
• Discretionary AUM: $256.9M
• Non-discretionary AUM: $86.6M
• Clients: 2
• Accounts: 448

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: High net worth, Pooled vehicles, Pensions, Charities.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 160128 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search