# MRA ADVISORY GROUP

MRA ADVISORY GROUP of SARASOTA, FL is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 287933
- Type: SEC-registered investment adviser
- SEC file number: 801-110363
- Location: 2639 FRUITVILLE RD, SARASOTA, FL, 34237
- Phone: 844.672.7623
- Latest filing: 2026-08-03
- Regulatory AUM: $361.3M
- Discretionary AUM: $347.7M
- Non-discretionary AUM: $13.6M
- Clients: 13
- Accounts: 1,993

## Business model

- Compensation: % of AUM, Fixed, Subscription
- Clients served: Individuals, High net worth

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| MARCO LIMA | MANAGING MEMBER, CCO | SPARTA, NJ |
| Adam Charles Anderson | DIRECTOR OF ALTERNATIVE INVESTMENTS; MANAGING MEMBER | — |
| ANDERSON DAVID CHARLES | MANAGING MEMBER | — |
| WELS ANDREW CRAIG | COUNSEL, CCO | — |
| LIMA MARCO | MANAGING MEMBER, CCO | — |
| Leaton Kathy | MEMBER | — |


## Disclosures (14)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | regulatory | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/287933/brochure
- Similar advisers: https://search.stillhousedata.com/firm/287933/similar
- Related entities: https://search.stillhousedata.com/firm/287933/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/287933

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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.