Data / Investment advisers / Florida / Mra Advisory Group
Mra Advisory Group, Sarasota, FL: $361 million AUM, SEC registered investment adviser
Mra Advisory Group is an SEC registered investment adviser with its main office in Sarasota, Florida and reports $361 million in regulatory assets under management in its Form ADV filed August 3, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management, subscription fees and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 287933
- SEC file number
- 801-110363
- SEC status
- Approved, effective May 16, 2017
- Main office
- 2639 Fruitville Rd Suite 103, Sarasota, FL 34237
- Phone
- (844) 672-7623
- Regulatory AUM
- $361,273,117 in the Form ADV filed August 3, 2026
- Discretionary AUM
- $347,654,812
- Non discretionary AUM
- $13,618,305
- Accounts
- 1,993
- Employees
- 13, of which 8 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, subscription fees, fixed fees
- Other offices
- 5
- Form ADV Item 11 disclosures
- Reported: SEC or CFTC regulatory actions, other federal, state or foreign regulatory actions
- Latest Form ADV filing
- August 3, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 125 | $257.2 million |
| Individuals (other than high net worth individuals) | 372 | $103 million |
| Pension and profit sharing plans | 7 | $1.1 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $361.3 million | March 27, 2026 |
| December 1, 2025 | $293.6 million | September 15, 2025 |
Other advisers in Sarasota
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Miller Value Partners, LLC | Sarasota | $418.2 million | Not listed | adviserinfo.sec.gov |
| Sara-Bay Financial Corp. | Sarasota | $396.8 million | Not listed | adviserinfo.sec.gov |
| Monorail Securities LLC | Sarasota | $388.7 million | Not listed | adviserinfo.sec.gov |
| HD Money, Inc. | Sarasota | $386.1 million | Not listed | adviserinfo.sec.gov |
| Ranch Capital Advisors Inc. | Sarasota | $385.5 million | Not listed | adviserinfo.sec.gov |
| Wealth Pro Advisors, Inc. | Sarasota | $317.5 million | Not listed | adviserinfo.sec.gov |
| Kennon Financial | Sarasota | $300 million | Not listed | adviserinfo.sec.gov |
| Align Private Capital | Sarasota | $226.2 million | 2 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Sarasota, FL
- Investment advisers in Florida
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Mra Advisory Group on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.