Mra Advisory Group
- Regulatory AUM
- $361M
- Discretionary
- $348M
- Clients
- 504
- Avg AUM / client
- $717K
- Accounts
- 1,993
- Employees
- 13
AUM over time
Annual snapshots from Form ADV filings · as of Jul 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 372 | $103M | 28.5% |
| High net worth individuals | 125 | $257M | 71.2% |
| Pension and profit sharing plans | 7 | $1.1M | 0.31% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Adam Charles Anderson | Managing Member | May 2017 (9y) | 10% – 25% | |
| Marco Lima | Managing Member, Cco | CFP | May 2017 (9y) | 75% or more |
| Alison C Cogan | Registered representative | Jun 2017 (9y) | ||
| Elizabeth Peterson Wahlig | Registered representative | Feb 2018 (8y) | ||
| Joseph A Verile | Registered representative | Aug 2018 (8y) | ||
| Paul Steven Plemenos | Registered representative | Oct 2018 (8y) | ||
| Dalton Lee Chandler | Registered representative | Feb 2023 (3y) | ||
| Jonathan Philip De Brito | Registered representative | Aug 2023 (3y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/22/2026 | 1.16 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
- • Subscription fees
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Educational seminars/workshops
Custody
Reported custodians
- Raymond James $140M (39% of AUM) Apr 2026
- Charles Schwab & Co. $121M (33% of AUM) Apr 2026
- Truist Financial Corp $45.4M (13% of AUM) Apr 2026
- Altruist Financial $45.4M (13% of AUM) Apr 2026
- Feex Inc $29.5M (14% of AUM) Oct 2022
- Pontera $22.8M (9% of AUM) Dec 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 24, 2026.
View current Form ADV (SEC/IAPD) ↗