Missional Advisor Group

Overview

Missional Advisor Group is a single-owner limited liability company that operates as a non-independent retail registered investment adviser focused on individuals and families. The firm provides portfolio management for individual clients and small businesses, charging fees based on a percentage of assets under management. It does not position itself as an ESG-focused manager, is not a multi-state adviser, and does not act as a pension consultant or capital allocator. The firm maintains industry ties that include roles as an investment adviser and connections to insurance companies and pooled investment vehicle sponsorship or management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices