MA
Mpm Advisors Group Llc
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 335595
· SEC file 801-134410
· Liverpool, NY
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ADV data as of Jan 20, 2026
- Regulatory AUM
- $116M
- Discretionary
- $116M
- Clients
- 177
- Avg AUM / client
- $656K
- Accounts
- 179
- Employees
- 3
AUM over time
$0
$116M
Aug 2025
Dec 2025
Annual snapshots from Form ADV filings · as of Jan 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 154 | $79.1M | 68.2% |
| High net worth individuals | 23 | $36.0M | 31.0% |
| Corporations and other businesses | Fewer than 5 clients | $1.0M | 0.87% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Dallas Mahshie | Registered representative | Oct 2025 (1y) | ||
| Mark Jonathan Mahshie | Registered representative | Oct 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/20/2026 | 921 KB | 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Publication of periodicals or newsletters
Custody
Reported custodians
- Assetmark Brokerage, Llc $114M (98% of AUM) Jan 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Jan 20, 2026.
View current Form ADV (SEC/IAPD) ↗