MRM Group

MRM Group is a fee-only investment adviser registered with the securities regulators of Kansas, Missouri, Texas, with its main office in St. Louis, Missouri. On its latest Form ADV, filed August 6, 2026, it reports $56M in regulatory assets under management, 456 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

Registration	State-registered: Kansas, Missouri, Texas
Firm CRD number	110898 · SEC file 801-32996
Office	12444 Powerscourt DR. Suite 350 St. Louis, MO 63131
Phone	(314) 628-1100
Website	www.mrminv.com
Regulatory assets under management	$56M
Individual clients	102 non-high-net-worth, 354 high-net-worth
Financial planning clients	101-250
How it charges	Percentage of assets
Services	Portfolio management
Employees	3
Disciplinary disclosures	None reported
Latest Form ADV filing	August 6, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

• It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
• Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
• It sponsors or manages a wrap fee program; ask what the bundled fee covers.
• It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

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