Market Investment Group, Llc
- Regulatory AUM
- $416M
- Discretionary
- $416M
- Clients
- 1,814
- Avg AUM / client
- $230K
- Accounts
- 3,850
- Employees
- 33
AUM over time
Annual snapshots from Form ADV filings · as of Feb 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,752 | $324M | 77.7% |
| High net worth individuals | 62 | $92.8M | 22.3% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Michigan Laborers' Pension Plan Board Of Trustees Michigan Laborers' Pension Fund | 2024 | |
| Laborers District Council & Contractors Pension Fund Of Ohio Bd Of Trustees, Laborers Dist Council & Constrs Pension Fund | 2024 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Danny James Goolsby | Registered representative | Jun 2025 (1y) | ||
| Larry D Kloefkorn | Registered representative | Jun 2025 (1y) | ||
| Matthew James Edward Goolsby | Registered representative | Jun 2025 (1y) | ||
| Jonathon David Mc Coy | Registered representative | Jul 2025 (1y) |
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.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Michigan Laborers' Pension Plan | Board Of Trustees Michigan Laborers' Pension Fund | 12,152 | $1.3B | 09/01/2024 |
| Laborers District Council & Contractors Pension Fund Of Ohio | Bd Of Trustees, Laborers Dist Council & Constrs Pension Fund | 15,028 | $2.7B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/26/2026 | 1.12 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $285M (68% of AUM) Feb 2026
- Lincoln Financial Investment Services Corporation $132M (32% of AUM) Feb 2026
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: Feb 26, 2026.
View current Form ADV (SEC/IAPD) ↗